Assurance for Your Tomorrow

Educate, Protect, and Manage Risk
Pelican Wealth Advisors > Our Services > Insurance & Annuities
Unleashing the Power of Annuities

Safeguarding Your Future: Lifetime Income for a Maximized Retirement

At Pelican Wealth Advisors, we embrace innovative financial solutions such as new age annuities to shape a comprehensive financial plan for our clients. By integrating annuities, we can create a consistent income stream that lasts a lifetime, ensuring you can fully reap the rewards of your retirement. Our expert team is committed to crafting a plan that secures your future and maximizes your retirement, allowing you to live life to the fullest. 

Discover more about how we can secure your financial future by watching the video below.

Watch Video

Life and Annuity Solutions

Your Future, Our Priority: Tailored Insurance and Cash Flow Strategies for Your Peace of Mind

At Pelican Wealth, our seasoned financial advisors specialize in comprehensive Life and Annuity services. We understand that financial stability and security are paramount for our clients. As such, we are committed to providing bespoke strategies that meet your unique needs and objectives.

Our Life and Annuity services are designed to safeguard your future and that of your loved ones. Life insurance provides a financial safety net for families, ensuring that your dependents are cared for in the event of your untimely passing. Annuities, on the other hand, provide a steady stream of income in retirement, ensuring you can enjoy your golden years with peace of mind. Our advisors take a client-centric approach, designing custom plans that identify risk and insurance needs.

We appreciate that every client’s situation is unique, and therefore, we do not believe in one-size-fits-all solutions. Instead, we diligently work to understand your financial landscape, your goals, and your aspirations. This allows us to recommend solutions that align with your best interest. As fiduciaries, our advisors are ethically bound to act in your best interest. Our commitment is to transparency, honesty, and integrity. We prioritize your financial wellbeing above everything else. We value the trust you place in us, and we work tirelessly to maintain it by providing the best financial advice and service possible.

Let us help you secure your future and achieve financial peace of mind. Reach out to our dedicated team of advisors at Pelican Wealth today, and let’s start your journey to a secure financial future.

  • Life Insurance: Term, Universal, and Custom
  • Medicaid/Medicare & Health Insurance
  • Annuities & Lifetime Income
  • Long-term Care Planning

Risk Identification and Assessment

We begin by identifying and assessing the risks you may encounter in your financial journey. Through thorough analysis and consultation, we gain insights into your unique circumstances and financial goals, enabling us to identify potential risks that need to be addressed.

Tailored Insurance and Annuity Solutions

Building upon our risk assessment, we develop personalized insurance and annuity solutions that align with your needs. These solutions aim to create longevity, provide tax-efficient retirement cash flow, and establish personal pensions to ensure a lifetime stream of income. We carefully select the most suitable products to mitigate risks and secure your financial future.

Integration into Estate Planning

We understand the importance of estate planning in preserving and transferring wealth to your loved ones. Our team collaborates with your tax and estate professionals to ensure seamless integration of insurance and annuity solutions into your overall estate plan. This comprehensive approach provides protection and maximizes the effectiveness and efficiency of your estate planning strategies.

Continuous Monitoring and Adjustment

We continuously monitor and assess the performance of your insurance and annuity solutions. We stay vigilant to changes in market conditions, regulatory updates, and your evolving financial goals. By proactively adapting and adjusting your plan, we aim to maximize the effectiveness and efficiency of these solutions to ensure they remain in alignment with your financial objectives.

Collaboration with Tax and Estate Professionals for Comprehensive Solutions

Our commitment to a holistic approach extends to working closely with your tax and estate professionals. By coordinating efforts, we optimize the effectiveness and efficiency of your insurance and annuity solutions. This collaboration ensures that your financial plan is comprehensive, tax-efficient, and provides the necessary protection and benefits for you and your loved ones.

Through these five steps, Pelican Wealth Advisors works diligently with you to build tailored insurance and annuity solutions that address risks, create longevity, generate tax-efficient retirement cash flow, and protect your loved ones. We continuously monitor and incorporate these solutions into your financial plan, collaborating with tax and estate professionals to maximize their effectiveness and efficiency. Your financial security and peace of mind are our top priorities.

Ready to Get Started?

Contact us today!