Whelan Insurance Group

Annuities

An annuity is a product that is typically used to save for retirement in a tax-deferred manner, generating regular payments in place of a paycheck during retirement.

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FIXED ANNUITIES

Fixed Annuities offer a guaranteed rate of return for a set period of time. Fixed annuities usually provide a higher interest rate than CDs or Money Market accounts.

INDEXED ANNUITIES

An Indexed Annuity provides a guaranteed rate of return with the possibility of a higher rate of return. The annuity is compared to an index fund such as the S&P 500, and if the index fund performs to a certain level or higher, the annuitant may receive a higher return than the guaranteed rate if the annuitant holds on to the annuity for the contract period.

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Address

5503 War Admiral Dr, Wesley Chapel, FL 33544

Email

tedw@whelaninsurancegroup.com

Call

813-416-2380

Per Medicare guidelines all contact (including telephonic and electronic such as email) with Medicare eligible beneficiaries is required to be recorded starting 10/01/2022. Further Medicare requires agents and brokers to make the following disclaimer with every contact, via telephonically or electronic communication: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The companies we currently work with are: AARP Medicare Complete by United Healthcare, Humana, Aetna, Florida Blue, Wellcare, Optimum, Freedom, Careplus, Cigna, Baycare Plus, Devoted, United American, Mutual of Omaha, Silverscript.