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         

• 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.