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Annuities

We are diligently seeking out the right blend of quality, marketability and compensation. We are helping your practice stay on top of the marketplace, with personalized, local service. Make Northwest Planning your Annuity connector.

We have a comprehensive portfolio of:
  • Fixed Annuities
  • Cash Value Life
  • Immediate Annuities
  • Equity Indexed
  • Linked Benefit Plans (life with LTC riders)

Linked Benefit Plans

A linked benefit plan is cash value life linked with long-term care benefits. This can often lead to a substantial reduction in long-term care insurance costs.

The following links are to three different presentations on MoneyGuard.

MoneyGuard 101 | MoneyGuard 102 | MoneyGuard 103

*MoneyGuard is no longer available in WA state.

Fixed Annuities

  • Bonus Rates
  • Bailout
  • Principal Guarantee
  • MVA/NON MVA
  • Surrender Periods 5-10 Years

Immediate Annuities

  • Competitive Quotes
  • Online Access
  • Medicaid Friendly
Equity Indexed Annuities

New five year product just approved in Washington

 

 

Some of the documents included in our web site require Adobe Reader. You can download this for free using the link below.

Adobe Reader

Annuity News


10-9-06
Current WA & OR Annuity Spreadsheet

 

Northwest Planning, Inc.
Northwest Planning, Inc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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