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.

Subscribe To Our YouTube

@ExclusiveAnnuities

Exclusive Annuities

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.

Latest From Exclusive Annuities

 Should Traditional Bonds Be Replaced by Fixed-Indexed Annuities?

Should Traditional Bonds Be Replaced by Fixed-Indexed Annuities?

In today's uncertain economic climate, marked by recent bank failures and concerns over inflation and recession, traditional bonds are being reconsidered due to market volatility. Fixed-indexed annuit... ...more

Traditional Bonds

November 16, 20234 min read

Fixed Annuity vs Index Annuities: What is the Ultimate Option?

Fixed Annuity vs Index Annuities: What is the Ultimate Option?

In this blog post, we explore the comparison between fixed annuities and index annuities as options for securing retirement income. Fixed annuities offer guaranteed returns with stability but limited ... ...more

Fixed Annuity vs Index Annuities

June 01, 20226 min read

Securing Your Future: 5 Ways Fixed Index Annuities are Essential for Retirement Planning

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

Securing Your Future

January 20, 20203 min read

© 2024 Exclusive Annuities - All Rights Reserved

info@exclusiveannuities.com

518-833-3201