Annuities

Preserving the Past · Protecting the Present · Planning for the Future

If you are searching for a stable, lifetime income with principle protection, there are a variety of annuity products available with various options to match your retirement goals and objectives.

Retirement today looks very different from previous generations. Americans are living longer and enjoying more active lifestyles. Retirement income needs to last longer than ever before, 25 to 30 years.

There are many kinds of annuities, but the ones Jim specializes in are “guaranteed” in 3 areas.

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  1. Growth Purposes- Your principle is never at risk and as interest is added each year its locked in as well.
  2. Future Income- An annuity creates a base of safety in your retirement years, so it is Guaranteed to Grow for future income.
  3. Lifetime Income- You may run out of money, but you will never run out of income; that is Guaranteed Lifetime Income.  It is a great way to enhance your current income without worrying if you have enough.

You need a trusted source of information to guide you to the answers needed for an informed decision. Jim Willis and The Willis Agency may be the right choice for you.

James H. Willis, III is the President and Founder of The Willis Agency, based in Land O' Lakes, Florida.  Since 1988, Jim has focused on helping his clients understand investment options while providing knowledge, clarity and peace of mind.  This trusted professional can identify products for you and reveal tax implications as well as Estate Planning purposes.

Additionally Jim can answer the hard questions:

  • Is My Principle Protected?
  • Will I Draw a Lifetime Income?
  • Does My Annuity Help Cover Long Term Care?
  • Can I Leave a Legacy?

Schedule your free consultation today to start planning your successful tomorrow!

Vi

"I miss you and your advice with my finances. you helped me save and invest properly, so I’m able to enjoy retirement this long. Thank you again for that!"

Nancy

"I appreciate your help and advice. I will be sure to tell my friends and family about “The Willis Agency”. It is so nice to know there are still honest people in your business. Thanks again for all your help."

Adrian & Simone

"Congratulations on 25 years in business!  You have not only been our financial advisor but also our friend.  You always have a sweet spirit and a helpful voice at the other end of the phone.  You and Candi have always been very special to us.  We wish you many more successful years in business!"

Esther

"Thank you for your help. It is always a pleasure dealing with nice people as you both are."

Step 1: Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.

Step 2: Discovery Meeting

This is a deeper dive into what your desired outcomes are and what gives your life significance.

Step 3: Game Plan Presented

Based on your provided information, several options will be outlined that best fit your desired outcomes.

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