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.

1

  • Fully DRA compliant         

  • Irrevocable and non-assignable

  • Equal monthly payments       

  • Actuarially sound         

  • State can be named as beneficiary, as needed

  • Ideal for Community Spouse planning   

  • Non-qualified and qualified funds accepted       

  • Short benefit term available*

  • Changeable beneficiary designation

  • Beneficiary can be made irrevocable if needed         

  • Equal payments or balloon payments available       

  • One-time option to convert balloon payment to equal payments

  • Non-qualified and qualified funds accepted 

  • 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.

Smooth Sailing With Safe Harbor Annuities

ADDRESS

3033 North Clark Street

Chicago, IL 60657

CONTACT

info@whitehallbay.com

Tel: 855-663-4883

Fax: 855-710-7421

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