Protect your retirement savings and secure income you can’t outlive.
Potomac Assurance Associates, LLC is an independent insurance agency focused on helping retirees and pre-retirees protect what they’ve built. We use fixed index annuities to create strategies that can shield your principal from market loss, provide the opportunity for growth, and offer guaranteed lifetime income backed by the issuing insurance company.
If your goals involve protecting your retirement savings and establishing an income you can count on, our process is designed to be straightforward, educational, and pressure-free.
1. Protect against market loss
Fixed index annuities are designed to protect your principal from market downturns while still allowing for growth based on the performance of an external index, subject to caps, spreads, and participation rates.
2. Create lifetime income
Many annuities can be structured to provide a paycheck you cannot outlive. Together, we explore how guaranteed income may fit alongside Social Security, pensions, and your other retirement assets.
3. Keep it clear and simple
We focus on clear explanations, plain language, and a limited set of strategies so you understand how your money is protected, how income will be generated, and what to expect over time.
There is no obligation to purchase any product. Our first conversation is simply a chance to see whether a fixed index annuity strategy might be appropriate for your situation.
Potomac Assurance Associates, LLC
Based in Great Falls, VA. Serving retirees and pre-retirees across the US.
Phone: (703) 810-7742
Email: phil@potomacassurance.com