**No cost and no obligation beyond completing a short request form and brief survey.
Tell Us What You Need and We’ll Get You There
Guaranteed Income Solutions
Fixed Income & Dividend Strategies
Life Insurance
Long-Term Care
PROTECT YOUR MOST IMPORTANT ASSETS
Lifetime Income
Whether you’re starting to save for your retirement or wanting to protect your nest egg we offer principal protection strategies, guaranteed income solutions, whole life insurance and investment strategies that can help you generate a combination of guaranteed income and investment income to retire healthy and enjoy the freedom you deserve.
5-8%*
Annual Income Target
GENERATE RETIREMENT INCOME AND PROTECT CAPITAL
Dividend & Fixed Income Strategies
For nearly 30 years, Peak American (Formerly Puritan Life Insurance) has served the middle-class investor utilizing a comprehensive set of strategies to help clients build diversified income portfolios, asset allocation strategies, retirement planning solutions, fixed income portfolios, growth equity strategies, dividend growth portfolios, and opportunistic allocations.
30+
Years of Experience
PROTECT THE ONE’S YOUR LOVE
Whole Life Insurance
Whole life insurance is a permanent policy, which gives you guaranteed protection for your family and loved ones. With whole life insurance you build guaranteed cash value, which you can use later on in life. Whole life insurance policies are eligible to earn dividends, which can be used to increase the death benefit and the cash value of the policy so you can rest assured your family is taken care of.
A+
Better Business Bureau Rating And Accreditation
PROTECT YOUR RETIREMENT
Long-Term Care Solutions
We offer flexible solutions and insurance policies that may help you protect your retirement assets from being depleted by long term care expenses. Whether you need long term care or never need care we can design a flexible plan to help supplement your medical and long-term healthcare costs that will accrue in value.
A+
Better Business Bureau Rating And Accreditation
We Make It Simple
With Our Approach
1
Discovery Process
Starting smart begins by getting a clear understanding of an investor’s current financial situation and how they would like it to progress to help meet their future lifestyle goals and objectives.
2
Designing Your PEAKPlan
Once we’ve gathered information, our team will develop a holistic financial plan tailored for you and your family that combines both investment and annuity solutions. The PEAKPlan is designed to be simple, reliable, and effective to meeting your needs in retirement and to accumulate wealth for wherever your starting point is. We also offer free online tools that allow you to visualize different scenarios so you can make the best choice for your lifestyle.
3
Implement, Monitor & Communicate Progress
We will then put your PEAKplan in motion. As time goes by, we proactively manage your plan, monitor its progress, and adjust it to meet shifting objectives and changing market dynamics. We believe communication is one of the most important aspects of success going forward as life evolves to ensure we meet your goals in the future.
Learn more about our
Insights at PEAKadvice
