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Annuities in Marion and Cedar Rapids, IA

Keep Your Financial Resources Protected.

Sheets Forrest Draper Insurance 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 Sheets Forrest Draper Insurance, 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

Sheets Forrest Draper Insurance 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 Sheets Forrest Draper Insurance who is committed to helping you make the right decisions.
 

Our Location

Sheets Forrest Draper Insurance

610 Tenth Street
Marion, IA 52302
Main office: 319-250-4740

Our Providers

Testimonials

We have used Sheets, Forrest, Draper Insurance for all of our insurance needs for my home, vehicles and business for more than 10 years. They are always quick to return phone calls and answer questions. Scott has always been friendly and honest, looking out for the needs of my family and my business.
Brad Cairns
I have worked with Sheets, Forrest, Draper Insurance for all our insurance needs for 9 years and the District has been with them for many more years. The service we receive is outstanding. Whatever insurance request we have is delivered quickly. They take care of all the leg work on our claims to make sure they are handled efficiently. I highly recommend them to anyone who is looking to make an insurance change.
Brian Bartz, Director of Business Services
I told my family and friends it is nice to have an insurance agent who actually listens, calls you back, and then performs the duties required. Wow, exceptional!!! Great Job Chad. You are always on the top of the list for referral.
Scott Soppe
Sheets Forest Draper Insurance has exceeded our expectations in assisting in managing our risk. As a small business, we need a partner that understands our business and can ensure we have adequate coverage. Sheets Forest Draper fills that role well.
Jason Hauschild
I have been extremely satisfied with the service of Chad Dunne as my insurance agent. His attention to detail and quick response to my servicing needs is second to none.
Chuck Puccio
I am very grateful I have Scott handling my insurance matters as I know he has my interest and that of my son as if we had known him forever.
Kathy Mullen