Annuity

Annuity is a series of payments made at equal intervals that typically include mortgage home payments, monthly insurance payments, and pension payments.

Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.

After completing the form, please click on the “Submit” button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

    City

    State

    Would you like to get money immediately from an annuity, or would you prefer to wait several years?
    ImmediatelyWait a few years

    Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
    Variable returnsFixed income

    Do you have a large sum of money to commit to an annuity, or would you consider making contributions over time?
    Lump sumOver time