We’re excited to announce the launch of our new annuity division within Galvin Agency, spearheaded by Shannon Galvin and Matt Deyo, focused on retirement income planning and safe money strategies.

While many of our conversations begin with property and casualty insurance, over time we usually expand into broader financial planning needs. This new division is a natural extension of that relationship, designed to help you think more intentionally about how you structure and protect your long-term financial future.

Our focus is on helping you balance opportunity and risk in retirement planning. While growth remains an important part of any strategy, many people are also looking for ways to reduce exposure to market volatility and create more predictable income in retirement.

Services offered with this division include 401(k) rollovers, IRA transfers, Roth conversions, and required minimum distribution planning. We also work with you to explore strategies that can help convert assets into structured income streams designed to support long-term financial needs.

We like to explain this concept with a simple analogy: a fence post. Just as a strong fence post provides stability and support for everything built around it, certain financial strategies can help anchor your retirement income. These approaches are designed to provide greater stability during uncertain market conditions, help address the risk of outliving your savings, and in some cases, provide continued income for a spouse or family member.

For those of you who are thinking ahead to retirement, selling a business or property, or reassessing your long-term financial plan, these conversations can help bring clarity around how to turn accumulated assets into reliable income.

This is your opportunity for a personalized conversation based on your specific goals, timeline, and overall financial picture. If you would like to review your options or walk through an example, we would love to schedule a time to guide you.

Thank you for choosing Galvin Agency for all your insurance needs!

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