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800.397.3370

Annuities in Beloit and Janesville, WI

Keep Your Financial Resources Protected.

Alongi Santas Financial Services 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 Alongi Santas Financial Services, 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

Alongi Santas Financial Services 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 Alongi Santas Financial Services who is committed to helping you make the right decisions.
 

Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA & SIPC
Securities Licenced in AZ, FL, HI, IL, WI

Our Locations

Alongi Santas Moss Insurance Agency

2211 Cranston Rd
Beloit, WI 53511
Main office: 608-362-3370
Toll free: 800-397-3370

Don Chapin Insurance Agency

2715 Kennedy Road
Janesville, WI 53545
Main office: 608-755-1121

Macktown Insurance Agency

301 E Main Street Suite 1
Rockton, IL 61072
Main office: 815-671-4164

The Pederson Agency

409 E Milwaukee St
Argyle, WI 53504
Main office: 608-543-3354

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.