You’ve worked hard for what you have—now it’s time to make it work for you. There are numerous insurance tools and strategies available, and often they can be combined to best achieve your goals. Whether your needs are simple or complex, personal, estate, or business, our knowledge, experience, and creativity are critical in finding the right solutions.
Our Specializations: We specialize in annuities, life settlements, and insurance. We believe in partnering with multiple quality insurance companies to find the best fit for you. Depending on the circumstance, different insurers will look at certain risks differently, whether we’re negotiating with underwriting, or seeking the best value, cost, or interest rates. Understanding who does what and why is essential.
Independence and Tailored Solutions: Since there’s no one-size-fits-all solution, we have chosen to remain independent. This independence allows us to leverage our professional network of talent to provide personalized and effective solutions tailored to your unique needs.
Consulting Process: To ensure that you are fully informed and engaged in meeting your goals, we work within the context of a consulting process. Each step is detailed below:
- Discovery Meeting:
- Discuss your objectives, current situation, and future aspirations
- Understand where you are and where you want to be
- Share your needs and wish list
- Provide documents if necessary
- Discuss your objectives, current situation, and future aspirations
- Strategy Meeting:
- Review and discuss personalized options
- Fine-tune and make necessary changes if necessary
- Implementation Meeting:
- Meet your dedicated client service representative who will facilitate the sign-up process and service
- Discuss any final thoughts
- Review and sign necessary documents
- Final Delivery:
- Review and receive completed documents and policies
Let’s schedule a time to talk and see if Annuity Wealth can be a fit for you.