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.

» 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

 

Whitman & Jackson CPAs, PC - Combining tax and investment expertise; we are our clients trusted advisors providing a single source for all of their financial solutions.
2040 W. Whispering Wind Dr., Suite 149
Phoenix, AZ 85085
Phone: 623.455.9630 • Fax: 623.455.9634
www.wjcpa.com •
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck