Profile: Tim Davis

Tim has been an insurance advisor for over 30 years, helping people reduce their taxes, provide a stress-free retirement by using an approach based on guarantees. Integrity has always been a guiding principle for Tim in his personal and business life.

Helping families grow and protect retirement money safely when the stock market rises but will not lose when the market crashes is a primary focus of his practice.

Tim and Vivian have lived in the Katy area for over 30 years, together raising their six daughters, all of whom graduated from Katy ISD schools. While enjoying many outdoor activities, his greatest joy is spending time with his growing family which now includes 15 wonderful grandchildren. Tim is a graduate of the University of Texas at Austin with a BBA in finance. He also earned the Chartered Life Underwriter (CLU) designation from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. He is a member of The Society of Financial Service Professionals and the Katy Chamber of Commerce.





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Helping clients throughout Texas protect retirement money from losses while enjoying growth and guaranteed income.

Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.