




Everything you want in an annuity product with an A-(Excellent) rated carrier!
Full support with your cases and planning needs available.
Annuity quotes within 24 hours with an online request form.
Flexible planning solutions include short-term annuities.
Elder Law-led staff to support advanced Medicaid and VA approval.
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Fully DRA compliant
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Irrevocable and non-assignable
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Equal monthly payments
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Actuarially sound
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State can be named as beneficiary, as needed
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Ideal for Community Spouse planning
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Non-qualified and qualified funds accepted
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Short benefit term available*

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Changeable beneficiary designation
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Beneficiary can be made irrevocable if needed
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Equal payments or balloon payments available
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One-time option to convert balloon payment to equal payments
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Non-qualified and qualified funds accepted
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Ideal for VA benefit planning with tax-deferred assets
1 North Dakota, Oregon, and Washington State have rules that limit the use of short-term annuities. Processing fees charged for terms less than 48 months.