Trusted Partner for Companies looking
Beyond the Standard Playbook
Annuity Shield is a unique trust company
specifically made for the Home Owners Association
As the 1st Trust Company specializing in HOA's in the Nation, we serve as a consistent third-party intermediary between the HOAs' and financial institutions, representing the HOA's interest throughout the investment duration.
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Our approach streamlines the process and eliminates concerns regarding transitions between different boards or from developers to new communities.
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We provide our clients with;
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A streamlined process to Annuity Creation and Renewal
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A stable point of contact for all questions connected to your HOA's investments
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24/7 access to your information and reports
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A constant source of knowledge on your investments
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Additional protection to your assets as they grow
Education
As a Pioneer in a new and exciting avenue in the financial industry, we work with our partners at One Financial Advisors to provide education on what can be offered in this new frontier.
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Click here to learn more about our upcoming learning opportunities or request our services in educating you and your team personally.
Who We Are
Annuity Shield was established to cater to the distinctive requirements of Homeowners Associations and other non-profit organizations navigating substantial financial decisions that influence the lives of many.
Our aim is to offer comprehensive guidance and education to Homeowners Associations and HOA management companies, empowering them with the resources needed to make astute financial decisions for their communities.
