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!

Caroline

"Jim has helped us for over 14 years but never as much as when my family and I needed him during the illness and death of my husband. He has not only been our financial advisor, but a friend and confidant and has been there every step of the way... Thank you so much Jim."

Rick & Susan

"When it suddenly hit me that retirement wasn’t so far away, I called Jim for help. We went over all my finances, talked about the plans my wife and I had for retirement, our hopes to travel, to leave our children an inheritance, charitable giving, even our health. Jim recommended a strategy that will give us a lifetime income and allow us to do most of what we hope to do. Thanks Jim!!!"

Wayne & Colleen

"We have found Jim to be sincere and honest which is so important to us. As we have gotten older, our desires and needs have changed, but all of the products Jim recommended to us have served us well. We are very happy with his services."

Dave & Sara

"We met Jim after we’d been retired a few years, and just asked him over for a friendly Estate Review... Jim showed us that unless we changed our spending and investments, in 12 years we would be completely out of funds. Jim spent many hours with us setting up a new financial plan, not only securing us the lifestyle we wanted, but covered our future plans."

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.

Get Your Free Retirement Worksheet