EARN UP TO* 5.10%

With Nassau MYAnnuity®

Multi-Year Guaranteed Annuity

Issued By Nassau Life Insurance Company

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Your Dream Retirement Awaits

Learn Why People Are Making the Switch to J.D. Mellberg Financial
We’ll coordinate all aspects of your financial journey to make sure you get the comprehensive wealth management you deserve. Every decision and recommendation we make is in your best interests.
Services for All Elements of Your Financial Life
 Retirement Planning
 Financial Planning
 Investment Management
 Comprehensive Wealth Management

IMMEDIATE ANNUITY

As the name suggests, begin payouts right away. The primary purpose of an immediate annuity is to generate income – either for a fixed period of time, or until death.

VARIABLE ANNUITY 

Is an insurance product with an investment component that is tied to the stock market or other investments. You can lose earnings, and even principal when the market drops a. These annuities carry high fees whether the market is up or down. Be sure you understand the terms and conditions before you buy a variable annuity.

FIXED ANNUITY

Promises to pay a set interest rate, for a fixed period of time, that has been agreed upon at outset of the contract. The insurance company holds your money and pays you part of it's earnings in exchange for the use of your money.

FIXED INDEX ANNUITY

Is a type of fixed annuity anchored to a stock market index, such as the S&P 500 or a NASDAQ index. The annuity then has the potential to earn a percentage based on the index returns for that year. If the index does poorly or goes into the negative compared to previous terms, a minimum fixed rate kicks in similar to that of a standard fixed-rate annuity.

Our Financial Professionals

We want to build lifelong relationships with our clients

Financial advisors will play one of the most significant and trusted roles in your life, particularly for your retirement. That’s why it is so important for us to fully educate our J.D. Mellberg financial professionals and align them with the right tools and training to help create a comprehensive retirement strategy that’s unique to your situation. 

Our Promise To You

  • Our financial professionals have been fully vetted and have completed our 7-point training exam. 
  • ​J.D. Mellberg Financial always looks to stay ahead of the curve. Our financial professionals are fiduciary-minded and will always put you first. 
  • Our services and educational materials are always FREE.
  • When you speak to any of our professionals, your information will be protected and will not be shared with anyone else.
Our Tools

We make it easy for you to make smart and informed financial decisions

Our proprietary tools were created by top financial experts

We have spent years creating simplified tools to make it easy for you to make informed decisions. J.D. Mellberg Financial is not just a financial institution; we’re also a technology company that uses advanced tools and proprietary software to help create a personalized financial retirement strategy that is unique to you. Our tools were created by top financial experts to make it easy for you to make smart and informed financial decisions for your retirement. Our competitive advantage allows us to...

  • Customize your financial strategy 
  • Help secure you the best rates»
  • Save you as much as 8% in fees»
Education Is The 
Key To Our Success
Annuities
Annuities can offer guaranteed income for life
Annuities have the ability to turn a portion of your retirement savings into guaranteed* income that is predictable and assured for life**. They may provide you with confidence that you will not outlive your money in retirement and can help you truly enjoy what should be the most exciting years of your life. That’s why we feel it is our duty to help educate you so you can fully understand exactly how they work in a clear and concise way.
Annuities explained
With all the different types of annuities out there, we understand it can be difficult to understand how they work. One of the most important things you need to understand is that annuities are not investment vehicles. Annuities are a guaranteed stream of income during retirement that you cannot outlive.
Powerful guides
We firmly believe that education is the key to a successful retirement, which is why we've created several resources to help you learn more about annuities and determine if they're the right fit for you. Our materials are always FREE and our guides can help you give you the confidence you need to make the right financial decisions in retirement.
      Your FREE Retirement Roadmap kit will include: 

Money For Life, Retirement Roadmap
A custom designed, step-by-step, year-by-year, retirement strategy that is tailored to your own personal financial needs.

NextGen Annuity Strategies
Includes key rate information on over 1,000 different annuities

Annuity Do's & Don'ts For Baby Boomers
Learn the do's and don'ts when getting an annuity

About Us
IMPORTANT DISCLOSURES
*Rate as of 12/01/2022, subject to change, and for a 5-year contract with no annual free withdrawals. Not a recommendation or financial advice. Renewal rates after the initial guarantee period may vary. Early withdrawals may be subject to a surrender charge and market value adjustment. Guarantees are based on the claims-paying ability of the issuing company. Withdrawals are subject to ordinary income taxes and if taken prior to age 59 1⁄2, a 10% IRS penalty may also apply. Restrictions and terms apply. Nassau does not provide tax, financial or investment advice, or act as a fiduciary in the sale or service of the product. Nassau MYAnnuity (R) 5X (17IMGA) in New York is issued by Nassau Life Insurance Company (East Greenbush, NY), a subsidiary of Nassau Financial Group. Nassau and JDM Financial are independent companies/entities and not affiliates. Company reviews and ratings above are from Trustpilot and updated daily. Products may not be available in all states. NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee. BPD41152


By responding to this offer you may be contacted by a licensed insurance agent regarding retirement income strategies using fixed insurance products. JDM Financial is insurance licensed in all 50 states (AR8771938/CA0K73712/TX1908101) and all producers have the appropriate licenses for the products they offer.
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