817-677-1413

Annuities

Keep Your Financial Resources Protected.

Curlee Insurance and Financial Services understands the value of saving for and investing in your future. If you’re like many Americans, you work diligently each day and take the right steps to ensure that you’ll be supported with a comfortable income after you retire. That’s why it’s smart to have the right coverage options under your retirement plan because in some cases, you can actually outlive your income.

The last thing you’ll want to experience as a retiree is a loss of your financial resources. With an Annuity from Curlee Insurance and Financial Services, you can ensure that your finances are covered – for a healthy and happy retirement. Annuities are essentially investments that guarantee a steady income stream. Based on your plan, you can receive money either on a set schedule or in a lump sum.

Types of Annuities

Curlee Insurance and Financial Services can offer two types of Annuities: Deferred and Immediate Annuities.

Deferred Annuities are investments that you make either over a period of time or all at once. Since these Annuities are tax-deferred, you only have to start paying taxes upon withdrawal. Deferred Annuities are either fixed or variable, meaning your payout is either a fixed sum or an amount in accordance to the performance of the market/group of investments.

Immediate Annuities are payments that you can receive right after you make your investment. This type of Annuity is typically for those around the retirement age who want to secure their financial future. Like Deferred Annuities, you only pay taxes upon withdrawal.

It’s important to discuss your options with a specialist at Curlee Insurance and Financial Services who is committed to helping you make the right decisions.
 

Rapha Medical Plaza

3301 Altamesa Blvd

Fort Worth, TX 76133

Main office: 817-677-1413
Fax: 817-370-0026

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

I was getting tired of disinterested service with the previous insurance agency I had policies with, saw a commercial that promoted the Curlee agency and I just called and inquired about a quote, spoke with Mr. Curlee HIMSELF and he was so professional and nice. AND the quote he gave me offered more perks and cost LESS than what I was already paying. Needless to say I immediately canceled my policy with who I was with and I switched over to Nationwide Curlee Agency. Best decision ever
Blanc
Best team to help you with all your insurance needs. Very personable and knowledgeable.
Hugo
These people are AWESOME! I got my auto and renters insurance here. They were very helpful in answering all of my questions and were able to save me some money plus provide me with better coverage. Big shout out to Morris, Jose, Elvira &, Verandy for all of your help...they really did make me feel like Nationwide is on my side.
DjJohnnyG
I've been a nationwide customer for over 10 years. I started working with Morris after my original agent retired. He exceeded my expectations beyond measure. I'm planning to transfer my retirement and investment accounts to him as well.
Candice