Advisor Insurance Resource

Financial services in Englewood, CO (show on map)

3.0

★★★☆☆

2 reviews

Insurance agency serving clients of fee-only financial advisors, specializing in income annuities and insurance solutions.

Call (720) 842-4181

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About

Advisor Insurance Resource is an annuity specialist serving clients of fee-only financial advisors. They focus on transforming existing assets into secure, tax-efficient income streams with expertise in income annuities.

Their team provides tailored guidance to help clients achieve dependable financial outcomes while aligning with the advisor's fee-only approach.

Annuity specialists for fee-only financial advisors

Focus on tax-efficient income streams

Tailored guidance aligned with fee-only approach

Protection against market downturns and longevity risk

Services

Income Annuities

An annuity contract with an insurance company where, in exchange for a lump sum or series of payments, the insurer guarantees a steady income stream for a set period or for life.

Guaranteed income stream Lifetime income options Tax-efficient Market risk protection

Life Insurance

Life insurance products to protect families and provide financial security.

Financial protection Beneficiaries Various policy types

Disability Insurance

Insurance coverage to replace income if you become disabled and cannot work.

Income replacement Disability protection

Long Term Care Insurance

Coverage for long-term care services including nursing homes, assisted living, and in-home care.

Long-term care coverage Nursing home care Assisted living

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What are income annuities? +

An income annuity is a contract with an insurance company where, in exchange for a lump sum or series of payments, the insurer guarantees a steady income stream for a set period or, more commonly, for life. This arrangement shifts the risk of outliving assets from the individual to the insurer.

Who are income annuities best suited for? +

For high-net-worth individuals prioritizing stability and predictable cash flow in retirement, income annuities offer a reliable solution. They provide guaranteed income, protect against market downturns, and address longevity risk.

What types of insurance does Advisor Insurance Resource offer? +

They offer life insurance, disability insurance, long term care insurance, and annuities, as well as home, auto, and umbrella insurance products.