Will my money last?
We help you build income that arrives every month for the rest of your life, no matter what the market does in a given year.
Retirement income and protection
Your retirement should come with a paycheck.
Greater Endeavors helps people turn what they have saved into income they cannot outlive and protection for the people they love. We work for you, not for an insurance company, so we can shop the market on your behalf.
Independent brokerage Licensed in 13 states Headquartered in Leesville, South Carolina
Most people we meet are asking one of three questions.
What do I do with my old 401(k)?
Old workplace plans tend to sit unmanaged for years. We walk you through your options so the money you earned is working toward the retirement you want.
Is my family protected?
Life insurance is not only about death benefits. The right policy can protect a spouse, fund a legacy, or cover final expenses so nobody inherits a bill.
Why independent matters
We are brokers, not salespeople for one company.
A captive agent can only offer the products of the company that employs them. Greater Endeavors contracts with many of the country's highly rated insurance carriers, which means we compare options side by side and recommend the one that fits your situation.
If nothing fits, we will tell you that too.
How it works
Three simple steps, on your timeline.
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1
Talk with us.
A relaxed conversation, by phone or video, about where you are and where you want to be. No paperwork, no pressure.
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2
See your options.
We compare products across carriers and explain each one in plain language, including what it costs and what it does not do.
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3
Decide on your timeline.
You choose whether to move forward. We handle the applications and stay with you every year after with an annual review.
The Retirement Brief
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Common questions
Straight answers.
Do you charge for a retirement review?
No. The review is free. Greater Endeavors is paid by the insurance carrier when a policy is placed, which is disclosed before you ever sign anything.
Are annuities safe?
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company, which is why we focus on carriers with strong financial ratings and show you those ratings before you decide. Annuities are not bank deposits and are not FDIC insured.
Can I get my money out of an annuity?
Most annuities allow a portion of the value to be withdrawn each year without a charge, and surrender charges apply to larger withdrawals for a set number of years. We show you that schedule in writing before you apply, so there are no surprises.
Do you manage investments or give tax advice?
No. We are licensed insurance professionals. For investment management or tax questions, we will happily work alongside your CPA, attorney, or advisor.
What states do you serve?
Greater Endeavors is licensed in AZ, CA, FL, ID, IN, MD, MI, MS, NH, NV, SC, TX, VA. Reviews happen by phone or video, so where you live inside those states does not matter.
Let us look at your retirement together.
A free, no-pressure conversation with a licensed member of our team.
Book a Free Retirement Review