See your options in about a minute
Five quick questions. Then see what your money could do and book a free call for your exact numbers.
How your quote works
Annuity rates change often, and the best contract for you depends on your age, your state, how much you are putting in and what you want the money to do. That is why we do not publish one rate and call it a quote. We look at the whole market you qualify for and show you the options that actually fit.
- Guaranteed growth: multi-year guaranteed annuities (MYGAs) that lock a fixed rate for 2 to 10 years.
- Protection with upside: fixed index annuities that credit part of a market index's gains with a 0% floor.
- Lifetime income: immediate annuities and income riders that pay you for as long as you live.
What it costs you
Nothing. Tax Free Wealth Plan is a licensed independent insurance agency appointed with 25 companies. If you choose to buy, the insurance company pays us. There is no fee to you, and your rate is the same as buying through anyone else. See how we are paid.
Your information
We use your details only to prepare your quote and reach you about it. We never sell your information. You can read our privacy policy and verify our licensing any time.
Educational only, not investment, tax or legal advice. Tax Free Wealth Plan LLC is a licensed insurance agency, not a registered investment adviser or broker-dealer. Annuities are not bank deposits, are not FDIC insured and are not guaranteed by any government agency. Guarantees are backed solely by the claims-paying ability of the issuing insurance company. Features, rates and availability vary by state and change over time; the contract and disclosure documents govern.