CALL US:
888.556.6660

Annuities

Keep Your Financial Resources Protected.

Ludovissy & Associates 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 Ludovissy & Associates, 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

Ludovissy & Associates 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 Ludovissy & Associates who is committed to helping you make the right decisions.
 

Our Locations

Ludovissy & Associates - Dubuque

787 West Locust Street
Dubuque, IA 52001
Main office: 563-362-3204
Toll free: 888-556-6660

Ludovissy & Associates - Bellevue

103 North Riverview
Bellevue, IA 52031
Main office: 563-518-5257
Toll free: 888-556-6660

Ludovissy & Associates - East Dubuque

242 Wall Street
East Dubuque, IL 61025
Main office: 815-310-3261
Toll free: 888-556-6660

Tujetsch Agency - Guttenberg

414 S River Park Dr
Guttenberg, IA 52052
Main office: 563-252-1966

Our Providers

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.