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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
1.800.373.9697
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WHY A SPIA?
The risk of outliving one's retirement nest egg is a major concern for seniors and soon-to-be retirees. The insurance solution to this problem is the Single Premium Immediate Annuity (SPIA). The SPIA can ensure a lifetime income for the rest of your life. For single or joint lives, a premium return or refund guarantee is available. We show examples from a variety of companies based on pricing/income and carrier strength. Call (800) 373-9697 for a quote. The biggest income payments are frequently discovered by us.
Risk Averse? See us first! TM
We've been offering immediate annuities as a secure income choice for agencies, organizations, and individuals since 1996. Those who have discovered us frequently discover a larger income as well as a wealth of experience and knowledge. Wholesale, fraternal, no-load, and retail immediate annuity rates are all available to us.
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