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.

» Required Fields




Contact Information






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


MH Swanson & Associates
Maclin Building
408 East Market Street, Ste 202
Charlottesville, VA 22902
Tel: 434-979-4822
Fax: 844-247-7850

Hours of Operation:
9:00am-4:00pm Monday—Friday

Margreta Swanson
LPL Financial Advisor

Jason Statuta, CFP®, CIMA®
Managing Director - Wealth Advisor

Jessica Southard
Director of Operations