Although only life insurance companies can issue annuities in the United States, the investment vehicles are marketed by many different types of organizations and individuals. Some of the key entities who offer these products include:

  • Banks
  • Life insurance agents and brokers
  • Stockbrokers and Registered Investment Advisers
  • Financial planners
  • Estate and trust officers
  • Mutual fund companies​

We offer an option OUTSIDE the normal S & P Index as well

Basically, there are 3 types of Annuities that we offer for specific needs our clients may have.  

1. Fixed Annuities – Appropriate for conservative investors who want or need a guarantee of principal and interest.

2. Indexed Annuities – Appropriate for moderate investors who want to participate in the markets without risking their principal.

3. SPIA (Single Premium Immediate Annuity) – Appropriate for investors that desire to obtain an immediate income stream for life, or a period certain, that can never be out lived.

​Everyone has specific needs and goals for their savings, although they can change over time.

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ANNUITIES VS. BANK CD's

Annuities
An annuity can offer solutions to needs such as a safe retirement accumulation, a guaranteed life time income, and  even a probate free transfer of assets at death.  Annuities are currently paying many times better than the average bank CD.

RLee Insurance Solutions LLC, 

Lafayette Indiana

Investment goals over time

We represent MULTIPLE top ranked annuity companies offering you as many options as possible. No mater what your specific savings goals are we have a plan that is right for you. Contact  us below for more information with no obligations. 



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The new J.P. Morgan Mozaic IISM Index (the Index) utilizes some of the same investment philosophies used by the largest institutional investors seeking positive returns in both good and bad market environments. With a strategy to potentially generate consistent returns while managing volatility, the Index is founded upon three core principles:

  • Broad diversification

        The Index utilizes a diversified group of asset classes including equities, fixed income and commodities to         provide greater opportunities for growth than a single asset class.


  • Greatest momentum

        Each month, the Index selects asset classes with the highest returns to capitalize on proven and                       persistent performance.


  • Volatility smoothing

        The Index proactively rebalances the selected asset classes each month to provide a more stable return.

J.P. Morgan, one of the world’s leading financial services firms, designed the Index to provide a diversified asset allocation with the opportunity to perform in growing and shrinking markets.