Risk Averse? See us first! TM
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Since 1996 we have been using immediate annuities for agents, businesses and individuals. The clients who have found us, usually find a higher income as well as a wealth if experience and information. We have access to wholesale, fraternal, no-load and retail immediate annuity pricing.
WHY A SPIA?
A top concern of seniors and soon to be retirees is the risk of outliving their retirement nest egg. The Single Premium immediate Annuity (SPIA) is the insurance solution to this concern. The SPIA can insure a guaranteed lifetime income for life. Available with a return of premium or refund guarantee for single or joint lives. We provide illustrations from multiple companies based on pricing/income and carrier strength. For a quote call (800) 373-9697. We often find the highest income payments.
Quality - Integrity - Expertise
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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