A Leading Authority With A Commitment To Ethics.
MyAnnuityGuy.com is a privately owned website published by IQ Wealth Management, an accredited member of the Better Business Burueau with an A + rating. Owner and founder Steve Jurich is a Certified Income Specialist™ who has been counseling retirees since 1994. Mr. Jurich is a popular radio host and author of the retirement book, Smart is the New Rich. He is also a contributing writer to Steve Forbes’ new book, Successonomics, an Amazon best seller. He is considered a leading authority on all forms of annuities, including immediate annuities and fixed index annuities (often referred to as “hybrid” or “new generation”).
The company specializes in helping financially successful people who:
- Are retired or nearing retirement
- Live in/around Mesa, Scottsdale, Chandler, Gilbert, Glendale, and Scottsdale, Arizona
- Have $250,000-$3M in investable assets, including 401K, 403B, 457, or IRA
- Want to reduce risk and fees in their investments, while locking in a permanent income they can’t outlive
- Want to grow their money, with less overall risk
- Prefer working with a low-key, practiced advisor who is an expert in IRA rollovers
In founding MyAnnuityGuy.com, Steve’s mission was – and still is – to help retirees achieve their financial and lifestyle goals with less complication and risk. The company’s many satisfied clients include retired engineers, teachers, managers, technicians, and business owners who want to:
- Secure their retirement nest eggs and growing their income
- Provide guaranteed income for life, without annuitizing and losing control
- Protect their heirs
- Maintain liquid access to their money
- Decrease the amount of taxes they pay, where-ever and whenever possible
- Lower the overall cost
Additionally, Mr. Jurich has built his practice around the following three core principles:
- Honesty: No over-the-top sale pitches… just the facts. Period.
- Transparency:No hidden fees. No fine print without clear and easy to understand explanations. No mumbo-jumbo.
- Integrity: The company’s fiduciary duty is to their clients, not to a bank manager or a broker dealer.
Mr. Jurich uses a unique process to monitor over 2,700 annuities, giving his clients a critical advantage not found with most agents. Because there can be as much as a 20% difference in payouts among the top carriers, clients may realize a difference of thousands of dollars of income annually—potentially hundreds of thousands over time.
As a leader in the field, the company keeps watch on emerging industry trends, and maintains an educational library from trusted sources such as The Wharton School of Business, MIT, Mass Mutual, and Ernst and Young. More importantly, the company maintains relationships with the nation’s leading insurers and will only work with respected insurance companies that have achieved more than 100 years of financial strength and stability.
As the editor-in-chief of MyAnnuityGuy.com, and host of Money Radio’s Journey to Wealth broadcast, Mr. Jurich also generously – and openly – educates his followers on the types of annuity options available; the pros and cons of each; and how to ensure that his clients are choosing the right annuity for their age, risk tolerance, and planning goals.
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