Annuity

Thank you for your interest.

Annuities provide tax-deferred growth potential like qualified retirement plans, but contributions are not tax-deductible. Annuity contracts can be used to supplement your employer-provided retirement plans.

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.

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Contact Information

 

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Policy Information

 

How much monthly income would you like your annuity to provide?


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


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


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


Any additional information to consider as we process your request?


These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided


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Capital Advisory Group & Tax Planners of Lake Norman
403 Gilead Road Suite H
Huntersville, NC 28078
Phone: 704 947-6985 Fax: 704 947-6987
www.capitaladvgroup.com

All written content on this site is for information purposes only.  Opinions expressed herein are solely ours and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  Advisory services are offered by Capital Investment Advisors, Inc. a Registered Investment Advisor in the State of North Carolina and Louisiana. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Capital Advisory Group & Tax Planners of Lake Norman.  The aforementioned are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina, Louisiana or where otherwise legally permitted.  

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