az annuity pro
  • WHO WE ARE
    • OUR STORY
    • ROBERT L. WAGNER
    • PARTNERS
  • BLOG
  • PRODUCTS
    • ANNUITIES >
      • Fixed Annuity- 3 Years- Athene 2.00%
      • Fixed Annuity- 3 years- Forethought 1.60%
      • Fixed Annuity- 5 Years- Athene- 2.90%
      • Fixed Annuity- 5 Years- Sentinel 3.10%
    • LIFE INSURANCE
    • LONG TERM CARE >
      • LTC via Life Insurance
      • LTC via an Annuity
  • BUSINESS OWNERS
    • KEY PERSON INSURANCE
    • BUY/SELL
    • GROUP LIFE
    • GROUP BENEFITS PLANNING TOOL
  • SCHEDULE A CALL
  • Immediate Fixed Annuity Rates

​We Believe Your Retirement Roadmap Should Be Guaranteed.

​(Don't you?)
immediate fixed annuity rates

Our firm has a simple and powerful model, focused on three basic lines of business:

ACCUMULATION PHASE

LEGACY PLANNING

LONG TERM CARE


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​​We advise risk averse clients throughout Arizona during the accumulation phase so they may build a nest egg and strategic income planning strategies during the distribution phase in retirement.
​

LEARN MORE
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We assist clients in protecting their legacy by providing a comprehensive risk management plan and finding the right life insurance for their needs. As life events come and go, making sure your assets are protected and liabilities insured are of utmost importance.​
learn more
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We assist clients in protecting their legacy and nest egg by helping them find Long Term Care (LTC) solutions via a life insurance policy or annuity.  This benefits our clients because they have the LTC coverage should they need it and do not lose the premiums if LTC isn't used.
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  • WHO WE ARE
    • OUR STORY
    • ROBERT L. WAGNER
    • PARTNERS
  • BLOG
  • PRODUCTS
    • ANNUITIES >
      • Fixed Annuity- 3 Years- Athene 2.00%
      • Fixed Annuity- 3 years- Forethought 1.60%
      • Fixed Annuity- 5 Years- Athene- 2.90%
      • Fixed Annuity- 5 Years- Sentinel 3.10%
    • LIFE INSURANCE
    • LONG TERM CARE >
      • LTC via Life Insurance
      • LTC via an Annuity
  • BUSINESS OWNERS
    • KEY PERSON INSURANCE
    • BUY/SELL
    • GROUP LIFE
    • GROUP BENEFITS PLANNING TOOL
  • SCHEDULE A CALL
  • Immediate Fixed Annuity Rates