Annuity Planning

Annuities
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Years of Experience

Established in 1998, our mission is simple: deliver best-in-class strategies that positively impact employers and improve the lives of employees and families.

Employee Benefit Plans

Guaranteed Income Strategies for Retirement Confidence

Planning for retirement is about more than saving- it’s about creating predictable income you can rely on for the future.

At GriffinEstep Benefit Group, we help individuals and families evaluate annuity solutions designed to provide long-term financial security, reduce uncertainty, and support a stable retirement strategy.

Annuities can play an important role for clients seeking guaranteed income, principal protection, and peace of mind throughout retirement.

Annuity Solutions

Annuities are flexible financial products that can be designed in many different ways to fit a client’s unique retirement goals. Whether you are looking for stability, long-term planning support, or additional income, annuities can provide an important foundation for financial confidence later in life.

Guaranteed Income for Retirement

One of the most common purposes of an annuity is to provide dependable, guaranteed income throughout retirement. Many individuals use annuities to help ensure they will not outlive their savings by creating a steady stream of income that can last for the lifetime of the annuitant.

Personalized Planning Guidance

Because there are many types of annuity products available, choosing the right option requires thoughtful planning and expert guidance. GriffinEstep Benefit Group helps clients evaluate annuity solutions that align with their financial needs, risk tolerance, and long-term retirement strategy.

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Insurance can be complex. Our team is here to provide clear guidance and personalized support.

GriffinEstep professionals are ready to put their skills and experience to work for you

Our team delivers personalized guidance, strategic solutions, and dependable support to help you protect what matters most.

Monday - Friday

09.00 am - 05.00 pm

Our objective is to find solutions quickly and easily

UBA is a partner-owned network of more than 140 premier independent advisory firms with over 200 offices across the U.S., Canada, and the U.K. Through collaboration with more than 2,200 experienced benefits professionals and access to over $16 billion in employee benefit expenditures.