49 copy

Phone: (480) 620-6777

             face-new copy linkedin copy

Your Financial Website

AboutUs
About Us

educational-blue-man
Educational Videos

contact us
Contact Us

Who's Who in a Fixed Index Annuity

Insurance Company:

This is the company that issues the annuity. The insurance company is responsible for Insurance company backing the annuity's guarantees. 

Contract Owner/Annuitant:

These usually are the same person, but they can be different. The owner makes decisions about the annuity, such as who the beneficiaries are. The annuitant is the person whose life expectancy is used to calculate annuity payments. 

Beneficiary:

The beneficiary is the person who receives the annuity's death benefit. Naming one or more beneficiaries is important, because without a Owner Annuitant beneficiary, the money in your annuity could be subject to probate.

Our Motto

JW Financial Consulting, LLC was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At JW Financial Consulting, LLC we believe that relationships can only thrive when values match.

At JW Financial Consulting, LLC we do what's right, not what's popular!

 

Contact Us

JW Financial Consulting, LLC

2345 South Alma School Road, Suite #106

Mesa, AZ 85210

Phone: (480) 620-6777

info@JWFinancialConsulting.com

DBA - Senior Consultants

 

JW Financial Consulting, LLC Office Map