An annuity is a contract between you and an insurance company in which the company promises to make periodic payments to you, starting immediately or at some future time. It is important to understand the types of products available, the advantages and disadvantages of each (including the tax consequences), and how they may fit into your financial plan.

Please feel free to contact me with questions about annuities or for a complimentary, no obligation consultation.

Barbara Rosasco

Telephone: 650-389-1030


Income guarantees are based on the claims-paying ability of the issuing company.