Where Can I Buy An Annuity In Kelowna?

Kelowna Annuities – Guaranteed Retirement Income in the Okanagan Valley

Are you preparing for retirement in Kelowna? Life annuities in Kelowna offer a dependable way to turn your savings into predictable income for life. Whether you're transitioning out of full time work or already enjoying life in the Okanagan, securing a steady income stream can give you lasting peace of mind. At Beaton Annuity Services, we help individuals over age 55 across British Columbia make informed, confident retirement income decisions.

Kelowna is one of BC’s most popular retirement destinations, thanks to its mild climate, lakeside living, and vibrant community. But with rising living costs, market uncertainty, and longer life expectancies, retirees are looking for ways to ensure their money lasts. Annuities provide a valuable solution, offering:

• Guaranteed monthly or annual income
• Protection from market volatility
• Customized payout options for individuals or couples
• Tax efficient income, especially for non-registered savings

When you want reliability in a changing financial world, an annuity delivers the consistency retirees need.

An annuity is a financial product that transforms a lump sum of savings, such as from your RRSP, RRIF, or non-registered savings account into a steady stream of income. This income can last for a set number of years, or for life, you choose. With a single premium purchase annuity, you make a one-time payment that ensures regular income payments for as long as you live. These payments are guaranteed, meaning you will not face the uncertainty of market volatility or the risk of running out of funds. At Beaton Annuity Services, we specialize in guaranteed annuities, focusing solely on this straightforward, reliable option.

• Life Annuities -income guaranteed for as long as you live
• Joint Life Annuities - continues income to your spouse after your passing
• Term Certain Annuities - fixed payments for a specified number of years
• Indexed Annuities - payments increase annually to account for inflation

Who Should Consider an Annuity in Kelowna?

Annuities are ideal for individuals who want reliable, stress'free retirement income. If you prefer financial predictability over market-based investing or if you want to ensure your income lasts your entire life an annuity may be right for you.

• You’re 55 or older and looking for lifetime retirement income
• You want to protect your spouse with joint payout
• You prefer simple, hands-off income planning
• You’re concerned about outliving your savings

Independent Annuity Guidance for Okanagan Retirees

At Beaton Annuity Services, we’re here to help you navigate your retirement income options with clarity and confidence. John Beaton is an independent Canadian annuity broker who works with all major insurance companies, allowing us to find the most competitive rates for your annuity. With guaranteed single premium purchase annuities, you can trust that your investment is secure. Since there are no fees involved with the guaranteed annuities we sell in Canada, you’ll always get the full benefit of your investment.

Unlike banks or single company advisors, we represent your best interests, comparing the entire market to ensure you get the best value. Whether you're in Kelowna, West Kelowna, Lake Country, or anywhere else in the Okanagan, we're just a phone call or email away. We’re committed to providing honest, no-pressure advice tailored to your needs.

Get a Free, no obligation Annuity Comparison Quote by clicking Here

How I Provide Security For Your Documents

If we meet face to face, I gather any documents you provide and keep them at my office under lock and key. If we transact business at a distance, I provide a secure, encrypted e-mail service to allow safe encrypted transfer of documents.

For added peace of mind, you can verify John Beaton's Canadian insurance license credentials, by searching here for John Beaton at B.C. Insurance Council, under life and accident and sickness.

Contact John Beaton at Beaton Annuity Services:

• Email: john@annuitybrokers.ca
• Phone (Lower Mainland BC) 604-535-2404
• Toll-Free 1-800-667-8818