A fixed annuity can help you accumulate tax-deferred earnings as part of your overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit for your beneficiaries. All guarantees are backed by the continued claims-paying ability of the issuing insurance company.
You may want to consider investing in an annuity as part of your long-term financial strategy if:
- You're in a higher tax bracket and want to defer additional income.
- You've reached your deductible limit on all your retirement accounts and wish to save more for retirement.
An annuity is different from most other retirement savings vehicles. It's actually a contract between you and an insurance company. In return for making one or more premium payments, the insurance company agrees to provide you an income stream, usually during retirement. You can elect to receive payment all at once or as a series of payments, even for the rest of your life.
Jon & Dia Fuller
Meet Your Health Experts, Jon & Dia
Rocky Mountain Insurance was founded in 2017 by veteran experienced independent agents and brokers who wanted to form an organization that is peerless in providing outstanding products with higher quality service. We believe in independence and the freedom that comes with choices when you need insurance. We simplify the shopping, comparing, and enrolling process of all types of insurance plans.
We feel that our clients are better taken care of when they work with us because we are an independent firm that prides ourselves on excellence! We work for YOU not the insurance company! Our job is to find the best products that fit your specific needs and budget. That is why we work with over 80 different top-rated insurance companies. Our licensed and certified insurance advisors enjoy helping our clients and do their work with a smile!
See What Our Clients Say
Charles Mullins
Explained Options
“ Jon Fuller took a long time with me explaining multiple options for Medicare Advantage plans, looking up my prescriptions, my doctors and noting how to make the costs lower but still covering the most Benefits. “
Jazmine Beeny
Highly Recommend
“ Every year they review my car insurance and health insurance to make sure I always get the best price!!! I highly recommend using Rocky Mountain Insurance for all of your insurance needs!! “
Brandon Anderson
Always Transparent
“ Jon Fuller and his team were always transparent, quick to respond and strove to understand the nature of our business and our needs. Highly recommended!!!!!!!!!!! “
Jamee Gaston
Saved Money
“ Saved our family a lot of money on our home and auto insurance! “
Ryan Workman
Great Insurance
“ Great insurance! If you want insurance done right this is the place! “
Jeff Gaston
Best Insurance Company
“ Best insurance company in the state! “
Jojo Beeny
Saved Me Money
“It was great working with them!! Saved me a lot of money!“
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An Independent Advantage
We are Independent Agents in Bluffdale, Utah, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Rocky Mountain Insurance represents a carefully selected group of financially strong, reputable insurance companies. Therefore, we are able to offer you the best coverage at the most competitive price.
