Immediate Annuities in Surprise, Arizona

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Immediate Annuities

In Surprise, Arizona

In Surprise, Arizona

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GROW YOUR RETIREMENT SAVINGS WITH BANKERS LIFE IMMEDIATE ANNUITIES IN Surprise

An immediate annuity is an insurance product designed to help address retirement needs by providing a stream of predictable, guaranteed income—all with the simplicity of a one-time premium payment. Use existing assets to create the annuity and receive first income payment within a month. The guaranteed payments can last for life, for a certain time period, or some combination of both. A Bankers Life immediate annuity can help manage retirement income and provide peace of mind for your financial future.
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Benefits of immediate annuities in Surprise, Arizona

Our immediate annuity is a simple annuity that you purchase with a single lump-sum payment. This annuity then pays you a guaranteed income stream that starts almost immediately. You have the flexibility to decide whether you want to receive guaranteed payments for life or for a specific time period.
Maximize the use of retirement savings
Supplement monthly Social Security benefits or pension
Flexibility to select how much income will be received, how frequently income will be received and how long the payments will continue
Tax-deferred interest accumulation
Depending on the payment plan selected, income payments may continue to a beneficiary or Joint Annuitant.

How do I know if I’m eligible for an immediate annuity? Surprise, Arizona

  1. Find out if you're eligible by scheduling an appointment with an experienced, licensed Bankers Life agent/producer.
  2. Together with your agent/producer, you'll determine if an immediate annuity will satisfy your investment goals to help meet your financial needs.
  3. You'll also be required to complete a suitability review to determine if an immediate annuity is suitable for you based on your financial situation and objectives.

Learn how you can prepare for long-term care needs in Surprise, Arizona

Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Policies are underwritten by Bankers Life and Casualty Company, except policies issued in New York, which are underwritten by Bankers Conseco Life Insurance Company.
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FREQUENTLY ASKED QUESTIONS ABOUT IMMEDIATE ANNUITIES in Surprise, Arizona

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About Bankers Life in Surprise, Arizona
Bankers Life in Surprise, Arizona is here to help you build a plan that provides security and peace of mind. With Medicare Supplement insurance, life insurance, long-term care insurance, supplemental health insurance and annuities, we can help you plan for medical expenses, protect your life savings, provide for your loved ones and more. Visit us at our Surprise, Arizona location, or contact us at (888) 995-6811. Get a quote today!

Areas We Serve near Surprise, Arizona