Call Us 623-237-4381 ☰ ˟
Logo
Call Us: 623-237-4381
  • Get a Quote
    • Life Insurance
    • Group Health
    • Individual Health
    • Long-Term Care Insurance
    • Disability Insurance
    • Dental
    • Vision
    • Supplemental
    • Medicare
    • Annuities
  • Customer Service
    • How Much Life Insurance Do You Need?
    • Policy Review Request
    • Refer a Friend
    • Employee Benefits
    • Testimonials
  • Blog
  • Resources
    • Insurance Glossary
    • Calculators
    • Important Links
  • About Us
    • About Us
    • Location(s)
    • Privacy Policy
  • Contact
    • Join our Newsletter
    • Contact Us
  • The Fortress Companies
Group and Individual Health and Life Icon

Group & Individual Health & Life

We browse through a wide variety of coverages and find the right one for you.

Learn More
Business Icon

Business

We browse through a wide variety of coverages and find the right one for you.

Learn More
Auto and Home Icon

Auto & Home

We browse through a wide variety of coverages and find the right one for you.

Learn More
Disability and Long-Term Care Icon

Disability & Long-Term Care

We browse through a wide variety of coverages and find the right one for you.

Learn More
Medicare Icon

Medicare

We browse through a wide variety of coverages and find the right one for you.

Learn More
Home > Annuities

Annuities


Annuities Quote Forms

Need a Quote? Why wait, click the link below!

Annuity Quote Form

Annuities Information

Don’t understand what an Annuity is, let us help!

What Annuities can provide:

  • They provide an income for a duration of time, or for life
  • They provide for accumulation, or asset growth
  • They provide a death benefit
  • Can also provide for long term care benefits

There are only two types of annuities: Fixed and Variable.

FIXED ANNUITIES

  • With fixed annuities the principal is FIXED, which is guaranteed by the insurance company. Gains are usually locked in each year, and you can blend different types of annuities to create a guaranteed income stream in retirement. These are good options for conservative individuals, and are not regulated as an investment, but as an insurance only product.

VARIABLE ANNUITIES

With Variable Annuities, the principal value "varies" based on the performance of the sub-account values that your money is allocated to. These are viewed as investments and can only be sold by individuals that are licensed in securities and annuities. These are good for individuals that want upside appreciation, and can tolerate risk in their portfolio.

SHOULD YOU BUY AN ANNUITY?

  • This depends on the problem that you are trying to solve or they life style you want to plan for. We believe your money should work for you not the other way around. You can choose to find the most efficient and effective way to get the job done, by building a comprehensive plan that maximizes returns and reduces risks.

HOW DO I KNOW IF I NEED AN ANNUITY OR NOT?

  1. Define what problem you want your money to do for you (Income, growth, legacy, or long-term care benefit.)
  2. Look at all the available annuity options that can solve for those needs
  3. Look at annuity alternatives that do the same thing
  4. Determine how much money is required to solve the problem
  5. Compare costs, fees, taxes, expenses, performance, what-if scenarios
  6. Allocate resources accordingly
  7. Monitor your decision and make changes when necessary. Set up a review with your advisor.

Contact us today for more information

Contact Us Today!
623-237-4381

Social Social Social Social

Resources

  • Products
  • Customer Service
  • Payment Options
  • Report a Claim
  • News
  • About Us
  • Refer A Friend
  • Our Carriers
  • Blog
  • Contact Us

Contact Us

20325 N 51st Ave., Suite 134
Glendale, AZ 85308

Phone: 623-237-4381
Fax: 623.237.3481
Email
© Copyright. All rights reserved. | Powered by Insurance Website Builder