Our Services

 

The firm represents the majority of nationally recognized mutual funds and many insurance companies and it is this diversity and flexibility that allows us to design programs and  personalized plans keyed to an individual's needs.

Non-Profit Employees

MidWest Annuity has always specialized in providing educational employees  and those from other non-profit organizations a wide array of 403(b) tax-sheltered-savings programs customized to individual investment objectives. MidWest Annuity is an approved carrier in the majority of educational institutions in our servicing area.

INDIVIDUALS, BUSINESSES AND SELF-EMPLOYED

Our services include IRAs, 401(k)s, SEPS and 457 deferred compensation, all of which may utilize mutual funds, annuities and other tax-advantaged vehicles including life insurance. In addition, MidWest  Annuity has access to legal services that might provide the client advice on wills, trusts and estate planning.

Our company also services business needs, offering competitive benefit packages that include both group and individual insurance programs.

All of MidWest's programs can be wrapped in a fee-based, professionally managed portfolio of investments that can "help" the individual or business utilize the expertise of money managers to keep those investments on track and within the scope and risk tolerance of the investor.