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Annuity Education

Annuity Education

Helping you save more

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  • What is the best annuity for you?
    • How to research and choose from
    • Fixed Set Rate Annuities
  • What is a Fixed Annuity?
    • Fixed Annuity Liquidity Features
  • Income For Life
    • For Growth
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What is the best annuity for you?

To find out your answer, fill out this brief survey, and we will email or text you your answer. *

Book an appointment – Calendar here

Please fully complete the above input, so we can complete the research for you. You may be asking, why do we need your residence address and age? We need your residence address because annuities are state specific, and your age, so that we know what programs you may qualify for. Your retirement date and age also help us calculate exactly what future income would be on various annuities.

*We do not sell or otherwise distribute names or other personally identifiable information to third parties for direct marketing, sales or any other purposes. Except as noted herein, any personally identifiable information received by us is used solely for internal purposes and is not shared with any nonaffiliated organizations unless required to do so by law, upon governmental request or in response to a court order.

Copyright © 2025
*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered Investment advisor, BCM and Walbridge Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity products guarantees are subject to the claims, paying ability of the issuing company and are not offered by BCM. Index or fixed annuities are not bank products and are not FDIC insured. They are not designed for short term investments and my and subject to caps, restrictions, fees and surrender charges as described in the annuity contract.