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At the McMichael Insurance Agency, we offer competitive fixed rate financial products which can be used for retirement savings, college savings or to fund a Traditional or Roth IRA. Interest accrues tax deferred. In many cases, the annuity may also qualify for certain other tax benefits from the IRS*
In addition, we offer financial instruments which can be used to create and fund a pension plan for a business, such as a Simplified Employee Pension (SEP), Simplified Employee Pension (SIMPLE) or a KEOGH Plan.
If you would like to learn how our products may be able to help you achieve your financial goals, please fill out the form above. We will give you a call to see if one of our products is the right fit for you.