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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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

Waterman & Associates Inc

We are a Purpose Driven company with the call to keep alive:

                 • The visions of families

                 • The aspirations of small business owners

                 • The grace and independence of seniors

For us, it isn't just a's a calling ­— a cause.

This is work that inspires greatness and changes the world. Together we have the power to help this diverse nation pursue peace in the home, community, state, nation and world.


Phone: Office: 503-524-6974 Fax: 503-922-0515
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Check the background of this financial professional on FINRA's BrokerCheck