You may have an opportunity to refinance your annuity

Join Us For Our Upcoming Client Webinar

Tuesday, March 26th
Thursday, March 28th
or Tuesday, April 2nd

All webinars begin at 12pm or 6pm

Join Us

Secure Your Retirement Future with Enhanced Returns

Your financial future deserves a strategy as dynamic as the economy itself.

If you purchased your annuity a few years ago, it’s time to consider an upgrade. Recent changes in interest rates present an opportunity for you to secure a higher rate of return, ensuring more income sooner during your retirement years. At Grady Group, we understand the importance of staying ahead of the curve in financial planning. That’s why we’re inviting you to a special client education webinar designed to explore the benefits of upgrading your existing annuity.

Why Upgrade Your Annuity with Us?

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Higher Returns:

With record-high interest rates, now is the perfect time to take advantage of increased returns on your investment.

Enhanced Flexibility:

Tailor your annuity to better suit your retirement needs and goals with our modern, flexible options.

Advanced Features:

Enjoy increased security and stability with the latest features and benefits offered by modern annuities.

Register for the Webinar

In this webinar we will provide information about retirement annuity options and products. Don’t miss this opportunity to enhance your retirement future.

705 Cooper Rd.
Piedmont, SC 29673

135 Sweeten Creek Rd.
Asheville, NC 28803

140 Stoneridge Dr., Suite 430,
Columbia, SC 29201

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Brian Grady/Grady Group Insurance & Financial Services, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Grady Group Inc.), a SEC Registered Investment Advisor. Insurance products and services are offered through Grady Group Inc. Gibbs Wealth Management, LLC (DBA Grady Group Inc.) and Grady Group Inc. are unaffiliated companies.