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.
    1. Growth Market- Your principle is guaranteed* never at risk and the interest grows the accumulation value each year it's locked in as well.
    2. 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.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
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.
Can I Leave a Legacy?
  • 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!
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