Request An Annuity Quote
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How the Annuity Quote Process Works
Requesting a quote is free and there is no obligation. Here is how it works:
- A short form, then a phone call. Fill out the form above. On our first phone meeting, we collect your full name, date of birth and home address. Carriers price annuities using your age and state, so these details are needed to quote accurately.
- The type of annuity. Tell us whether you are looking for a fixed annuity, a fixed indexed annuity or another option. If you are not sure, say so and we will walk you through the differences.
- Your income plans. We ask whether you plan to draw income from the annuity, and when, or whether you would rather use it as a conservative place to grow your savings.
- Your amount and goals. The amount you plan to invest and what you want the money to do decide which annuities we recommend. As an independent agency, we compare options from multiple carriers instead of one company.
Most quotes are ready within 1 business day. Your quote comes from Kevin Edwards, a California-licensed independent annuity agent (license #0D42517).