Our Priority.
About Powell Investments
Founded in 2004, Powell Investments has been proudly serving Texas families and business owners for over 20 years. Our agency is led by President Phil Powell, better known as Mr. Annuity™, and offers expert guidance in annuities, retirement income, life insurance, and group health coverage.
We believe in doing business the right way. That means building lasting relationships, providing exceptional service, and always putting our clients first. At Powell Investments, Mr. Annuity™ takes the time to understand your goals and tailor solutions that fit your needs.
As we move into our third decade, our mission remains clear. We are here to help you protect your future, care for your family, and create a lasting legacy of financial security.
We welcome the opportunity to meet in person, whether over coffee, lunch, or a personal conversation, and look forward to learning how we can serve you best.
What We Do Best
When it comes to retirement income, nobody explains it more clearly than Mr. Annuity™. Build a dependable income stream that follows your life, not the market mood. Our annuity designs turn savings into predictable monthly payments, protect principal during downturns, and can guarantee income for as long as you live. Choose immediate cash flow or tax deferred growth and we will tailor the contract to your time horizon, liquidity needs, and legacy goals, always with top rated carriers and full fee transparency. Ready to bring certainty back to your retirement plan?
Healthy employees power healthy companies. We research and negotiate group medical, dental, vision, and other benefits that deliver solid coverage at a cost employers can manage. Whether you prefer a fully insured plan for a lean team or a level funded structure for a growing workforce, we handle compliance, enrollment, and ongoing service so you can stay focused on the business. Employers across Texas trust Mr. Annuity™ and his team to design benefits that attract and retain talent. Let us create a plan your people will appreciate.
Life insurance is more than a death benefit; it is the foundation of a lasting legacy. Mr. Annuity™ helps families and business owners match with policies that replace income, fund buy sell agreements, protect estate assets, and even build cash value you can tap while living. Term, whole life, indexed universal; we explain each option in clear language and present side by side illustrations so you see the long term impact before you decide. Protect what matters most with a policy built for tomorrow.
Annuities, group health, and life insurance are only the beginning. Powell Investments also advises on disability coverage, long term care, key person protection, executive benefit programs, and custom retirement plans. No matter the challenge, Mr. Annuity™ finds coverage that preserves wealth and safeguards income. Tell us what keeps you up at night and we will craft coverage that lets you rest easy.
At Powell Investments, Mr. Annuity™ guides individuals and business owners through the complexities of retirement income, annuities, and life insurance. Our commitment is simple: to protect your future with clarity and confidence.
Contact Us
Your next step toward lifetime security starts here. Complete the form and an advisor will reach out within one business day to explore solutions tailored to your goals. Every conversation is confidential and focused on protecting what you have worked so hard to build. We are ready when you are.
Working Hours
Mon- Fri: 08:00 – 17:00
Weekends: Closed
Location
3021 Ridge Road Suit A,
Box 137
Rockwall, TX 75032