@ AnnuityExperts.com you get:
To speak directly with veteran fixed annuity experts who have a wealth of knowledge
Find the "good" annuities!
Check our carriers rates before you buy!
You will be glad you found us!
Our process is simple:1st we discuss needs, then we find the guaranteed option which fits that design. Next is the contracting and application process, we assist you though the paperwork process. After the application is approve and premiums are received, the annuity contract is issued. Finally, deliver the contract for review during the free look period.
Guarantees, that is our focus! We represent multiple insurance products which guarantee accumulation and income.
As a wholesaler, we have the experience and ability to locate the more competitive rates and companies. All to maximize and guarantee your options.
All it takes to get started is a simple phone call to 800-373-9697.
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Not all products are available in all states. We do not offer tax or legal advice. Fixed annuities are insurance products.
Rates shown are subject to change at any time. For firm confirmation of current rates, a written proposal should be requested by calling call (800) 373-9697.
Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Licensed in most states. Managing general agency - CA Insurance License #0B67385
Mon-Fri 8:30 am - 4:30pm PST
Quality - Integrity - Expertise
Be sure to review those in-force fixed annuities. Are they performing as well as possible? Find out if you are utilizing all the relative contract features to maximize the yield.
Beneficiary reviews should be done as well. Has anything changed or is in need of updating?
Are you ready for end of term renewals? Are you aware of any liquidity windows?
What are the contractual minimum rate?
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