FIXED ANNUITIES | INDEX ANNUITIES | IRA ROLLOVERS
Worried about Market Shifts? Protect Your Savings & Retirement Today.
I Have Access to Top Leading Annuity Companies.
How It Works
1. Talk About You
I discuss your life needs and how you want your money to work for you.
2. Shop Around
I shop across top annuity carriers to get you the best return on your money.
3. Ready, Set, Invest
You sign on the dotted line, I submit your application, sit back and watch your money grow.
5+ Years of Experience in Annuity
Reliable guidance and advice for protecting your family.
Access to 20+ Multiple Insurance Carriers
Diverse options for all kinds of insureds, from age 0 to 80. Get quotes on products unavailable to the general public.
Tailored Annuities Plans for All Ages
Talk to a knowledgeable person about your policy. And if you don’t need life insurance, we’ll let you know.
Simple Annuities. Designed for Real People.
We make annuities carriers compete for your business, so you get the best price from a A-rated company.
Helping Arizona Families Get a Better Deal on Annuities
An annuity is a product everyone needs. I want to make it easier.
2022 Insurance Professional of the Year
I am your leading provider of retirement solutions
Our innovative products give you and your family financial protection and guaranteed retirement income.
Fixed Annuities
Annuities provide dependable retirement income. They can also give you accumulation potential, plus the opportunity for tax-deferred growth.
Index Annuities
I proudly offer Index Annuities designed to help you grow your savings while protecting your principal from market downturns. These annuities let you benefit from market-linked growth potential with the security of guaranteed returns.
IRA Rollover
I offer IRA Rollover services to help you seamlessly transfer your retirement funds without tax penalties. Our goal is to protect your savings while positioning them for long-term growth.
Sample Annuities
BELINDA M.
$205,500
INITIAL DEPOSIT
State
Chandler, AZ
Term
10 Year Term Fixed Annuity
Return
$318,525
* Hypothetical account accumulation in 10 years, assuming no withdrawals were taken.
CARMEN O
$180,000
INITIAL DEPOSIT
State
Phoenix, AZ
Term
10 Year Term Fixed Annuity
8% Initial Premium Bonus Applies
Return
$331,300
* Hypothetical account accumulation in 10 years, assuming no withdrawals were taken.
CHRISTIAN B.
$691,000
INITIAL DEPOSIT
State
Chandler, AZ
Term
5 Year Fixed Annuity
Return
$870,660
* Hypothetical account accumulation in 5 years, assuming no withdrawals were taken.
- Frequently Asked Questions
1. What is a Fixed Indexed Annuity?
2. What is a Fixed Annuity?
3. What is a Tax Deferred Annuity?
4. What is a Qualified Annuity?
- What is a Non-qualified Annuity?
- Funded with after-tax dollars, meaning you’ve already paid taxes on the money invested.
5. Can You Help With a IRA Rollover?
6. Life Insurance Consultation?
7. Is There a Fee for Consultation with AnnuityBenefitsAZ?
Why consider me for your retirement goals?
I'm committed to you for the long term.
Everything we do serves a single purpose: to secure your future.
- We invest for long-term results.
- Our investment manager, manages risk in-house, in real time.
- We maintain consistently high ratings.
- We have a long history of keeping our promises.
- 2022 Insurance Producer of the Year
Mobile Agent at the Comfort of Your Home.
We help you focus on what matters most financially, so you can live your best life.
Address
890 W Elliot Rd Ste 101 Gilbert AZ 85233
Phone
Contact
Reach out for personalized annuity & IRA Rollover solutions.
Call or Text Me at (480) 653-7233
BY APPOINTMENT ONLY
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