04/17/2026
Client Appreciation | Blaze Agency
We recently helped Donna review and reposition an older pension through a 1035 exchange into a fixed indexed annuity with a highly rated carrier.
This strategy offers the opportunity for growth tied to an index, along with downside protection through a contractual floor to help protect against market losses.
If you have an old pension, existing policy, or just want a second opinion to see if you’re in the right spot, feel free to reach out. Happy to take a look and walk you through your options.
📞 207-402-0720
📩 [email protected]
Jake Blais
Blaze Agency
Veteran Owned | Protecting What Matters Most
Not a guarantee of future performance. Insurance products are not directly invested in the stock market and terms may vary.