Financial Planning

Market Gains Without Market Risk?

GDI Insurance Agency, Inc. offers extensive assistance in your financial planning insurance endeavors. Contact us today and you can receive:

  • No Market Risk!
  • Competitive Interest Rates
  • Guaranteed Minimum Interest Rates
  • A Chance to Earn Tax Deferred Returns
  • Interest on Your Nest Egg that Doesn’t Add to Your Income
  • 10% Penalty Free Annual Withdrawals
  • Probate Avoidance

We know that financial planning can be overwhelming at times, so let us give us a little peace of mind by setting up a meeting with us to discuss any of the following:

  • Advantages and Disadvantages of Annuities
  • Answer your Questions About Living Trusts, & Wills
  • Review Your SSI Retirement Benefits
  • Maximize Your Company Provided Retirement Plans
  • Estate Tax Planning
  • Charitable Giving And Charitable Trusts
  • Lower Capital Gains
  • Family Life Insurance Planning
  • Living Wills

Our clients are very important to us, and they can always say it best!

“Never Risked A Cent!”

“We have been a client of Grant Davis for almost 27 years now. Years ago Grant helped us set up our retirement plan using Annuities. This week we reviewed our account values with Grant and compared them to the projected values Grant had done for us years ago when we started saving for retirement. We have more money in our account than Grant said we would have. And Never Risked A Cent! If you are like us, and want a good return with out market risk I would recommend talking to Grant about your retirement plans, or anything to do with saving money securely.”

Manual & Janie Corriea, Turlock, CA

“Retired 5 Years Early”

“When my company offered early retirement, I didn’t think I could afford to stop working so soon. Grant showed me how to get more from my company retirement plan, and I retired 5 years early.”

I wanted to share this with you.   Many times I meet with clients that have their money invested at risk when there was really no need for the risk, work, or worry. 

Annuity Proposal

Contact GDI Insurance Agency, Inc. 1-209-634-2929 today or simply fill out the Protection Savings Form located on this page to receive your free quote.

 When it comes to your insurance needs, we’ve got you covered!

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