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888.905.1325

Annuities

Keep Your Financial Resources Protected.

Access West Insurance Services, Inc. understands the value of saving for and investing in your future. If you’re like many Americans, you work diligently each day and take the right steps to ensure that you’ll be supported with a comfortable income after you retire. That’s why it’s smart to have the right coverage options under your retirement plan because in some cases, you can actually outlive your income.

The last thing you’ll want to experience as a retiree is a loss of your financial resources. With an Annuity from Access West Insurance Services, Inc., you can ensure that your finances are covered – for a healthy and happy retirement. Annuities are essentially investments that guarantee a steady income stream. Based on your plan, you can receive money either on a set schedule or in a lump sum.

Types of Annuities

Access West Insurance Services, Inc. can offer two types of Annuities: Deferred and Immediate Annuities.

Deferred Annuities are investments that you make either over a period of time or all at once. Since these Annuities are tax-deferred, you only have to start paying taxes upon withdrawal. Deferred Annuities are either fixed or variable, meaning your payout is either a fixed sum or an amount in accordance to the performance of the market/group of investments.

Immediate Annuities are payments that you can receive right after you make your investment. This type of Annuity is typically for those around the retirement age who want to secure their financial future. Like Deferred Annuities, you only pay taxes upon withdrawal.

It’s important to discuss your options with a specialist at Access West Insurance Services, Inc. who is committed to helping you make the right decisions.
 

Our Locations

Murrieta Office

40675 California Oaks Rd Suite A
Murrieta, CA 92562
Main office: 951-696-4466
Toll free: 888-905-1325
Fax: 951-600-1649

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: By Appointment
Sun: By Appointment

San Diego Office

1991 Village Parkway #100
Encinitas, CA 92024
Main office: 760-610-8978

Office Hours:

Mon: By Appointment
Tues: By Appointment
Wed: By Appointment
Thurs: By Appointment
Fri: By Appointment
Sat: By Appointment
Sun: By Appointment

Our Providers

Testimonials

Outstanding Service! Nancy and the Folks at Access West go above and beyond to meet your needs and make you feel welcome and important. No question too small and no situation is too big for them to handle with efficiency and ease.
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Great service! I call once and it's taken care of. I do not have to waste any time with my insurance needs. Every year they look for the best deal to save me money. To put it simple, they look after me not the insurance company.
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My agent was so knowledgeable, he reviewed our car insurance and found that we were spending $200 more than we should have. He saved us $200 a year on our policy. I just thought that was wonderful. He went out of his way to make sure that we were getting the best amount of insurance for the price. It's a good feeling to know that someone is really looking out for you.
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Wonderful staff! I love the Access West staff, they are the best. They call me every year on my renewal. Always the best rates!
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Erica, thanks a lot for all your help. You are excellent. I have made annual payments for both my policies using Allied mobile application.
- Mr. Vora
I was very pleased with how effortlessly I was able to go from opening the claim to receiving a check . Safeco personnel were professional . I didn't have to spend hours trying to get to the right person and the process moved along very easily and efficiently.
- Maria Lopez
They always go above and beyond with my health coverage. I have had a lot of issues with the new Obama Care Covered California finding a doctor for my plan and they have always been able to help me through each hurdle. Thank you Access West
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I love Access West staff they are the best. they call me every year on my renewal. always the best rates!
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