Industrial Alliance: Annuity
Annuities from Industrial Alliance
A Industrial Alliance annuity provides regular, fixed income payments for the rest of your life. If you are looking for a guaranteed monthly income stream that will continue until your death, then a life annuity is the perfect retirement option.
Talk to a Industrial Alliance Agent/Broker
The best way to learn more about annuities from Industrial Alliance is to contact a Industrial Alliance life insurance agent or broker who speciallizes in annuity sales. An annuity broker deals with more than one company and can help you compare monthly incomes from all the different life insurance companies that sell annuities in Canada.
The Hughes Trustco Group (LifeAnnuities.com) is a licensed insurance broker authorized to sell life annuities for Industrial Alliance.
Industrial Alliance Broker
Contact: Ivon T Hughes
Toll Free 1-877-842-3863
How to buy an annuity from Industrial Alliance
- Start by completing a Industrial Alliance annuity quote.
- Receive your Industrial Alliance Annuity Illustration by email.
- Complete the Industrial AllianceAnnuity Application.
- Complete the transfer form(s).
- The following items are sent to Industrial Alliance:
Completing an Industrial Alliance annuity quote below is the first step in calculating your monthly income based on your personal needs.
Click here to get a Industrial Alliance Annuity Quote
Once you submit your information, we'll calculate your annuity payout and send you the Industrial Alliance Annuity Illustration the same day. Here is an example of a Industrial Alliance Annuity Illustration.
After reviewing the annuity illustration, the annuity broker will take down your information and complete the annuity application for you. Here is an example of a Industrial Alliance Annuity Application.
The annuity broker will complete the transfer forms that are necessary. Registered funds like your RRSP, RRIF or RPP are transfered from one institution to another using a transfer form. If the funds are coming from a non-registered source the annuity broker will ask you for a cheque that is payable to Industrial Alliance.
- Industrial Alliance Annuity Application
- Industrial AllianceAnnuity Illustration
- Transfer Form (for registered funds) or
- Cheque payable to Industrial Alliance (for non-registered funds)
- Void cheque for the payment of the monthly income
- Copy of a government issued photo ID
Your annuity policy will be issued when the registered funds are transferred. Or when the non-registered funds have been cashed.
About Industrial Alliance
Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.
The fourth largest life and health insurance company in Canada, Industrial Alliance is at the head of a large financial group, which has operations across Canada as well as in the United States.