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.
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.
Some cases require a straight forward approach, while others demand a deeper understanding and careful consideration of future adaptability. Taking a look at your existing contracts will be an important part of the initial audit if any changes are considered or recommended.
Annuity Wealth specializes in life settlements, annuities, and insurance.
We are committed to partnering with reputable insurance professionals and companies to ensure we find the best fit for your needs. Depending on the situation, different insurers assess risk in varying ways, so whether we are negotiating with underwriters, securing the best value, or seeking optimal rates, it’s essential to understand who specializes in what and why. This approach enables us to provide you with tailored solutions that align with your circumstances.
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.
In the event you require a more in depth evaluation, we can help by taking a deeper dive.
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 objective
• Understand where you are and where you want to be
• Share your need and wish list
• Provide documents if necessaryStrategy Meeting
• Review and discuss personalized options
• Fine tune and make necessary changes if neededImplementation Meeting
• Meet your dedicated client service representative who will facilitate the sign up process and service
• Discuss any final thoughts
• Review and sign necessary documentsFinal delivery
• Review and obtain finalized documents and policies