An annuity is a financial product issued by an insurance company. It allows tax-deferred growth of assets. At retirement, an annuity can help provide a guaranteed income stream for one or more people, in specified amounts, for a specified period or for life.
White Pacific insurance advisors help clients assess their individual needs and offer advice regarding insurance plans. They are fluent in English, Mandarin, Taiwanese, and Cantonese and are especially helpful in recommending financial products to clients with diverse cultural backgrounds and situations. Compared to conventional insurance advisors, who may only offer products from just one company, our advisors are able to provide clients with a more flexible approach that best serves their needs.
What Should You Think about Annuities?
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Grow retirement assets on a tax deferred basis.
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Create a predictable and sustainable retirement income for life.
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Protect your retirement assets through a death benefit and other optional benefits.
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What Products Does White Pacific Provide?
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Fixed Annuity (FA): Offer guarantees on principal, minimum interest rates, and a reliable income for your life, even your families' life.
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Variable Annuity (VA): Offer a sufficient range of investment options to provide annuity owner with the ability to diversify their contract.
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Indexed Annuity: Have a wide variety of methods for translating changes in the interest or equity index into changes in the rate for crediting the annuity account, such as Interest Indexed Annuities and Equity Indexed Annuities.
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Deferred Annuity: Help build retirement savings on a tax-advantage basis, and can help supplement your before-tax-retirement plans.
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Immediate Annuity: Allow you to convert a lump sum into an income stream over a set period of yours or for as long as you live.
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How Can White Pacific Serve You?
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Contract with highest-rated insurance companies for financial strength and stability, such as John Hancock, ING, Lincoln Financial, Met Life, Prudential Life, Sun Life Assurance, Transamerica, Hartford, Genworth, West Coast Life, etc.
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Identify different types of annuities for client and select the best type to serve client's requirements.
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Guide you through the proper structuring of your annuities to meet clients pre- and post-retirement need.
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Assist you to grow retirement assets through a diversified investment portfolio of professional management.
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How to Apply for Annuity?
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If you are interested in applying for an annuity policy, please contact Echo Chien at 1-888-882-8856 or 1-415-276-2829. The consultation and proposal are absolutely free, and there is no obligation to apply. Please feel free to contact us today!
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