Life, Annuity and LTC Brokerage

Customized Annuity Rate Report

We currently have 570 Multi-Year Guaranteed Annuity Products. Use the form below to filter this report for the annuities that meet your client's strategic planning goals.

Annuity Best Interest Compliance

This customized report for you client's planning goals will help provide documentation on how your annuity recommendation was in the client's best interest.

Schedule a Zoom Meeting with Tom Vassallo if you would like to discuss a particular case.

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Rate Report Information

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