Welcome To CONRY FINANCIAL SERVICES, INC.

Conry Financial Services Inc., is a financial and estate planning firm which specializes in working with retirees. Conveniently located in Phoenix, Arizona, just ten minutes from Sun City Arizona, our primary focus and expertise is helping senior citizens sort through the maze of options and products in today's financial climate. Never before in the history of the Estate Planning process, and the Financial Planning process, have there been so many different planning "strategies" and variations of life insurance, annuities, long term care insurance and other related products, with so few qualified professionals to help guide seniors through the appropriate evaluation of all their benefits and pitfalls. With over 31 years of experience, let us help you make an educated and informed decision.

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Annuity Buyers Beware:

surrender charge periods

Are annuities a good thing? Or... a bad thing? Annuities are a financial planning tool, and like any other tool, when you use the right one for the job, things work out much better. However, there are a few things you should pay attention to when considering an annuity, like surrender charge periods

“Short Surrender Charge Periods” typically range from 3 to 7 years.
“Long Surrender Charge Periods” typically range from 10 and 15 year.
In most cases, the same product is available with either “Long” or “Short” surrender periods?
The longer the surrender period… the higher the commission…Period!

So what should you do? Let us help you sort through the maze of annuity products and options.

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