What Annuities Are Right for You

See What Policies Are Right for You

Find The

Perfect Annuity

with Sean Ruehl (OLD)

Looking for the right annuity to secure your financial future? Whether you want to grow your savings while protecting your principal from market loss, maximize lifetime income, or achieve both, I bring 30 years of expertise to help you succeed. Decumulating assets is a specialized process—different from accumulating—and mistakes here can severely impact your retirement. My clients avoid this risk because I structure personalized strategies and annuities designed to protect their retirement and provide peace of mind for years to come!

Services

Annuity Design & Selection

What's the best strategy for your needs? Which company provides the best annuity for your needs? I specialize in the design and selection for the optimum fit for you. You will know with peace of mind why your annuity works best for your needs.

IUL Design & Selection

You know you want an IUL for your coverage but need to know how best to structure it and wonder who is the best company for you. I find the best fit for your needs and help you through underwriting so you get your policy as fast as possible.

Social Security & Tax Planning

Is it best to stick with 401k and traditional IRAs or should you use Roths and after-tax approaches? When should you take your social security benefits? I help you figure this all out and put the best plan in place for you.

Your Annuity & IUL Partner

I believe that annuities & IULs should provide peace of mind, and I strive to make the design process as simple and stress-free as possible. I'm committed to delivering exceptional customer service, and am always available to answer any questions you may have and provide ongoing support throughout the life of your policy.

Blog Posts

Indexed Universal Life Insurance: A Smart Solution for Permanent Coverage and Cash Growth

IUL A Smart Solution For Permanent Insurance ...more

IUL

April 01, 20252 min read

Indexed Universal Life Insurance: A Smart Solution for Permanent Coverage and Cash Growth

Unlocking Financial Freedom: Exploring the 4% Rule, Fixed Index Annuities, and the Fearless Path to Retirement

Are you lying awake at night, haunted by the specter of running out of money in retirement? You're not alone. The fear of depleting retirement savings is a top concern for many Americans, outranking e... ...more

Financial Freedom

March 24, 20252 min read

Unlocking Financial Freedom: Exploring the 4% Rule, Fixed Index Annuities, and the Fearless Path to Retirement

Economic Experts Cite How Fixed Index Annuities Can Help You Save Less for Retirement and Still Achieve Your Income Goals

Recent studies have shown that a staggering 55% of Americans feel they're behind on their retirement savings. This widespread concern about having enough money for retirement is not unfounded, given i... ...more

Index Annuities

March 24, 20254 min read

Economic Experts Cite How Fixed Index Annuities Can Help You Save Less for Retirement and Still Achieve Your Income Goals

How Much Longer Will You Work If Your Retirement Savings Suffer a Market Crash? Protecting Your 401ks and IRAs in Retirement

As you approach your golden years, the fear of a market crash derailing your retirement plans looms large. Recent studies show that a significant market downturn can force individuals to delay their r... ...more

Retirement Planning

March 21, 20253 min read

How Much Longer Will You Work If Your Retirement Savings Suffer a Market Crash? Protecting Your 401ks and IRAs in Retirement

Questions? Book a Call

Whether whether you're looking to protect your family, your assets, or your business, I'm here to help. Contact me today to schedule a consultation and learn more about how I can help you secure the protection you need for a brighter tomorrow.

Get In Touch!

Get In Touch!

(888) 293-4322

Monday - Friday: 9am - 5pm

All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.

Triangle Financial Strategies LLC

Sean Ruehl (OLD)

[email protected]

(888) 293-4322

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