Better Retirement,
Better You.
Retain utility, use and control of your life. Our firm shops the highest contractual value propositions across the entire market. We work with 65+ carriers.
Trusted By The Top Carriers In The USA:
William Rapp
Founder & President Of Exclusive Annuities
William Rapp
William Rapp is Founder and President of Exclusive Annuities. An experienced entrepreneur from Albany, New York, William launched his first successful business, Reigning Legacy which is a Non Profit organization and Community Outreach that teaches Youth Financial Literacy. Now as a Licensed Annuity Advisor, William's firm specializes in Advanced Market Case Design, helping clients optimize their financial strategies. William's firm is licensed in all 50 States and contracted with 65 annuity carriers nationwide. With a very well structured client portfolio and product arsenal we strive to design each clients case specifically to their needs and find our clients the highest contractual guarantees on the market.
MDRT for Financial Professionals Certified
Hall of Fame Red Jacket Advisor with Family First Life USA
President & Founder of Exclusive Annuities Inc
Our firm has helped over 1,000,000 Families Nationwide.
Brady Pelzer
Executive Vice President Of Exclusive Annuities
Brady Pelzer
Brady Pelzer is the Executive Vice President of Exclusive Annuities. An experienced financial practitioner from Omaha, Nebraska, Brady joined Exclusive Annuities after serving as the Annuity Sales Director for Insurance Agency & Wealth Management Group for the prior two and a half years. During his time with with the firm, Brady worked with thousands of financial representatives, assisting them in providing the most optimal retirement planning solutions for their clients. Through the development of strategic financial designs with an emphasis on sustainability, Brady was tasked with identifying the specific financial instrument(s) best fit for the client’s needs and wants. Brady prides himself on versatility within the financial planning process as there is a constant understanding that no one individual’s structure is identical to the next.
Distribution Planning in Retirement
Asset Utilization For Purposes Beyond Growth
Income Planning
Roth Conversion Implementation
Fiduciary Implementation
Exclusive Annuities is a dedicated team of professional licensed advisors committed to helping protect what matters most: your family and finances. Our goal is to assist you in understanding which type of annuity is best suited for your retirement needs. We shop the highest contractual guarantees in the market on your behalf.
Secure Accumulation: Our annuities provide a safe path to build your wealth.
Principal Protection: Rest easy knowing your investment is shielded from market ups and downs.
Guaranteed Lifetime Income: Enjoy peace of mind with guaranteed income for life through our annuity solutions.
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See What Our Clients Have Said.. Your Pathway to Financial Peace of Mind.
"I was impressed by the level of personalized attention I received from Exclusive Annuities. They took the time to listen to my concerns and provided me with a comprehensive solution that addressed all my needs. I'm grateful for their expertise and support."
Michael Davis
"Exclusive Annuities helped me create a retirement plan that I feel confident in. Their knowledge and professionalism made the process smooth and stress-free. I would recommend them to anyone looking to secure their financial future."
Laura Martinez
"Exclusive Annuities exceeded my expectations in every way. Their team went above and beyond to ensure that I understood my options and felt confident in my decisions. I highly recommend their services to anyone seeking financial security."
Susan Chang
The Ultimate Transfer Of Risk Strategy in Retirement
What is an Annuity?
An annuity is a Transfer of Risk Financial Product that provides regular payments over a specified period, typically used for retirement income or to meet long-term financial goals.
Tax-Deferred Growth: Capitalize on tax advantages by allowing your investment to grow without immediate taxation.
Flexible Payout Options: Choose from various payout options tailored to your specific financial goals and needs.
Estate Planning Benefits: Pass on assets efficiently to beneficiaries with potential advantages for estate planning and legacy goals.
No Contribution Limits: Unlike some retirement accounts, annuities typically have no contribution limits, allowing for significant accumulation over time.
Creditor Protection: In many cases, annuities offer protection from creditors, helping to safeguard your assets.
Roth Conversions: We customize special reports for Roth Conversion and identify key strategies when it comes to executing the conversion.
The Power of Indexing & Protecting Assets
Indexing empowers investors by offering exposure to market movements while eliminating downside risk, providing a balanced strategy for wealth accumulation.
Participate in Upside Gains
Indexing enables your retirement to benefit from market growth, with gains locked in.
Protection from Downside Losses
Your retirement remains shielded from market downturns, as losses are not incurred.
Safety of Principal
With indexing, your principal investment is secure, ensuring stability for your retirement funds.
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Securing Your Future: 5 Ways Fixed Index Annuities are Essential for Retirement Planning
Fixed index annuities address retirees' key concerns of safety, income, and growth by protecting principal from market downturns, offering potential growth tied to external indexes, and providing a re... ...more
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