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Case study
What Ken has to say about us
One of our clients, fictitious name, had 401k plans from two previous employers. After analyzing his retirement goals, we recommended combing both plans into one annuity. We agreed upon a flexible indexed annuity that yielded a 17% bonus upon contract acceptance. That means the insurance company, and in this case F&G, added 17% of th
One of our clients, fictitious name, had 401k plans from two previous employers. After analyzing his retirement goals, we recommended combing both plans into one annuity. We agreed upon a flexible indexed annuity that yielded a 17% bonus upon contract acceptance. That means the insurance company, and in this case F&G, added 17% of the contract value on day one. His retirement fund now had $34,000 more value than it previously did. Over the course of 15 years until his retirement this will add over $100,000 in accumulated interest. Converting his 401k into an annuity removed the market volatility many plans experienced in 2025.
Protect your family with The Hamner Insurance Agency
Life Insurance
Protect your family's financial future with The Hamner Insurance Agency. Our life insurance policies provide a safety net in case of an unexpected event.
Health Insurance
Keep your family healthy and protected with The Hamner Insurance Agency. We offer a range of health insurance policies to cover your family's medical needs.
Home Insurance
Protect your home and your family with The Hamner Insurance Agency. Our comprehensive home insurance coverage safeguards your home against unexpected damage or loss.
Auto Insurance
Drive with peace of mind with The Hamner Insurance Agency. Our auto insurance policies cover you and your vehicle against accidents, theft and other unforeseen risks.
Child Education Plan
Secure your child's future with The Hamner Insurance Agency. Our child education plans help you plan and save for your child's education expenses.
Travel Insurance
Travel with peace of mind with The Hamner Insurance Agency. Our travel insurance policies cover you against unexpected events during your trip.
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Trusted Insurance Solutions
At The Hamner Insurance Agency, we are an agency based in. Richmond Virginia and dedicated to helping our clients plan for critical periods and retirement. As licensed health, life, and annuity insurance agents, we are subject matter experts in annuities and indexed universal life (IULs). Our personalized approach ensures you get the coverage and financial solutions tailored to your unique needs. Book an appointment with us today to learn more about our comprehensive services and products. Or call us toll free at 855-287-8420