Annuity

Thank you for your interest.

Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.

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

 


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




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


Journey Wealth Management, LLC
Waipahu Office
94-229 Waipahu Depot St. #502
Waipahu, HI. 96797
808 469-4361 Office
808 676-6016 Fax


Honolulu Office
Waterfront Plaza (Old Restaurant Row)
7 Waterfront Plaza
500 Ala Moana Blvd. Suite 400
Honolulu, HI 96813
808 469-4361 Office
808 676-6016 Fax

California
Manteca, CA Office
903 W. Center St. #7
Manteca, CA 95337
209 825-8888 Office
209 825-9955 Fax
www.retirement-specialist.net
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck