Annuity & Insurance Review

Lean on the expertise of our insurance specialists to craft the perfect portfolio of solutions for your annuity and insurance needs.

Peace of Mind

HilltopSecurities Insurance partners with affiliated financial professionals to add objective insurance expertise to the financial professional and client relationship, resulting in a more comprehensive planning relationship.

We understand that annuities and insurance policies are more than just individual transactions. They are your line of defense against the unexpected, and a strategic part of your long-term financial plan. Whether you are seeking a steady stream of retirement income, ensuring the financial well-being of your dependents, or planning for long-term care needs, our team of experts is here to provide comprehensive reviews and assessments of your existing policies.

Our goal is to help you navigate the complexities of in-force products and help confirm if they are performing as expected or if you could benefit from making changes to your insurance or annuity policies.

Our Solutions

Our insurance expertise enhances the planning experience you receive.

Every insurance and annuity product has unique features and benefits. That’s why it’s crucial to not only find the right fit but to regularly assess policies as your life and financial situations evolve. We help you keep pace with these changes, ensuring that your policies continue to align with your financial goals and needs.

Ownership and beneficiary designations are integral components of annuity and insurance policies. We offer comprehensive reviews and guidance to ensure these designations align with your planning objectives and changing life circumstances. We work with you to understand your unique situation, help you make informed decisions, and facilitate the process of updating your designations as needed to ensure the policies perform as expected down the road.

Annuities are long-term investments. Guarantees are subject to the claims paying ability of the issuing insurance company. Annuities contain mortality, expense charges, account fees, management and administrative fees, and charges for features and riders. Additional fees apply for living-benefit options. Investment restrictions may also apply for all living benefit options. Violating the terms and conditions of the annuity contract may void guarantees. Other restrictions may apply. Variable annuities are sold by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the investment company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. The cost and availability of life insurance depends on such factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved.

Learn More About HilltopSecurities Insurance

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