CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Marilyn Clark

contact me directly
Marilyn Clark

MEET YOUR LICENSED ANNUITY SPECIALIST

Marilyn Clark

Marilyn Clark
contact me directly

Learn More About Me

My name is Marilyn Clark. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have more than 30 years of experience in the insurance and financial services industry. I specialize in guaranteed annuities including fixed, income, growth, and indexed annuities. Working as an independent agent, I represent many different companies who also specialize in their own particular annuity products. I do not believe one company has it all for every person as everyone’s need is different and varies from person to person, family to family.

I love building relationships so that people have someone they can count on in the future for questions or other needs that may arise. I have worked with folks from the very high end with millions of dollars in their portfolio to the smallest of portfolios and treat all with the same respect and honesty people deserve. My clients stay with me for life. I like to educate and empower others, rather than sell products. I come to each meeting whether in person or by telephone or internet with an open heart and an honest desire to serve.

When not working with my clients, I love spending time with horses, particularly with a special horse named Sundance. I believe that horses teach people how to be better people, and they love their humans when treated with kindness and respect.

I reside in Olympia, Washington. But even though my office is physically located in the Northwestern part of the country, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Marilyn Clark

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download our retirement guide
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