HOW WE WORK
If you are seeking the current highest-paying annuity available, looking to maximize your personal or joint income, gain clarity on an existing annuity, or explore your maturity options, Annuity Wealth can get it done.
Annuity Wealth specializes in life settlements, annuities, and insurance.
At Annuity Wealth, we believe in helping you make the most of what you’ve worked so hard to achieve.
It’s time to transform your success into a stable financial future. We offer a variety of insurance tools and strategies that can be tailored to your unique needs, whether they’re simple or complex, personal, estate-related, or business-oriented. Our expertise, experience, and creativity are essential in finding the perfect solutions for you.
In the event you require a more in depth evaluation, we can help by taking a deeper dive.
We follow a simple process that is transparent and engaging experience in meeting your goals.
In that scenario, our priority will be to ensure that you are fully informed and actively engaged in achieving your objectives by guiding you through a structured consulting process. This approach allows us to provide insights and support tailored to your specific needs, working towards a clear path to success.
Discovery Meeting
• Discuss your objectives, current situation, and future aspirations
• Share your need and wish list
• Provide any necessary documents
Strategy Meeting
• Review and discuss personalized results and options
• Fine-tune and make necessary adjustments, if needed
Implementation Meeting
• Meet your dedicated client service representative who will facilitate the sign-up process and ongoing support
• Discuss any final thoughts
• Review and sign necessary documents
• Submit for processing and or underwriting
Final Delivery
• Review and receive completed documents and policies