Phenomenal Conversions

Our experts are able to convert pension plans, 403(b) and 401(k) retirement savings plans, as well as provide assistance with IRA conversions. For your convenience, you have the choice of converting available funds from your Pension Plan or 401(k) Rollover to a Tax-Deferred Fixed or Fixed Indexed Annuity.

Sensational Benefits

As a result of your conversion, you are guaranteed a lifetime income with a minimum guaranteed return. We offer a quick processing time for conversions, normally occurring between two and six weeks.

Individual Retirement Accounts (IRA)

In addition to insurance, our experienced team offers both fixed and fixed indexed annuities for your IRA account(s). We offer multiple annuity options that provide guaranteed lifetime income, and up to 12% premium bonus on premium deposits. Long-term care and death benefits  options are available with many of the annuities we offer.

Lifetime Income Benefits – Spousal Continuance

Provides a lifetime benefit for a surviving spouse.

Trustee-to-Trustee Transfers

Our specialists facilitate trustee-to-trustee transfers. This transaction occurs when moving retirement assets from one managing institution or custodian directly to another.  In performing this type of transfer, the assets are not treated as Reportable by the IRS and no penalties or taxes are incurred. These transfers occur when the funds from your company’s 401(k) or other pension plans are transferred to another tax-deferred qualified option . Your transferred account is established as an IRA, with a goal of growth without risk to principal.

For a tutorial on annuities, please view the Video Series ABC’s Of Annuities

Superior Plans for Retirement and Long-term Care Solutions

Achieve future financial stability with the incredible solutions for retirement plans and 401(k) rollovers from Partnership Insurance & Financial Services LLC (PIFSL)in Hercules, California. Our skilled professionals are here to help you maintain a comfortable life through investment opportunities.

For Educational Videos for Consumers, please view this series of  videos

that show how annuities can play in the lives and plans of consumers
Contact us in Hercules, California , to start your plan of action with our specialists to facilitate setting up the best plan for you.  
Partnership Offers To You:
  Safety First
   Reasonable Return
   Keep It Simple

Hours Of Operation

Monday–Friday, 8:00 a.m.–6:00 p.m. or By Appointment

Recognitions

We Specialize In

  • Financial Services
  • Retirement Planning Services
  • Life Insurance Policies
  • Annuity Solutions

Proudly Serving

Serving the San Francisco Bay Area, California

Contact Information

1511 Sycamore Ave. Suite M # 342 Hercules, CA. 94547

Phone: (510) 277-0187

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