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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Address:
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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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Trilogy Torrance Office
19191 S Vermont Suite 400
Torrance, CA 90502
Phone: 310-756-0600 x7301 Fax: 310-756-0321
www.davidraefp.com

This site has been published for residents of California (Insurance License # OE10562), Arizona, Michigan, Ohio New York, Florida, Texas and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and National Planning Corporation are separate and unrelated companies.



 



 


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