Outdated Annuities = Lost Money. See If You Can Get More!
Book Your Free Appointment
Choose a time that works for you to meet 1-on-1 with a licensed advisor via Zoom — no cost, no pressure.
Upload Your Annuity Statement
After booking, you'll receive an email with a secure link to upload a recent annuity statement. This lets us analyze your current contract and compare it to today’s top offerings.
Get Your Complimentary Review
Meet with your dedicated advisor over Zoom. We’ll walk you through:
How your current annuity is performing.
What fees, rates, and features it includes.
How it compares to today’s market-leading options.
See If You Qualify for an Upgrade
Find out if your annuity is outdated or underperforming — and discover how much more income, growth, or protection you could unlock by refinancing.
Decide What’s Best for You
There’s no obligation — just real answers from real advisors who want to help you make the most of your retirement.
WE Annuity Refinance is a program developed by the Founder & CEO of WE Alliance, Terry Wheeler J.D., CFP®. WE Alliance Wealth Advisors Inc. is a fiduciary-based RIA in Roseville California. Terry is nationally recognized for his expertise in wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also teaches through articles, presentations, and his podcast titled: WE Money Talk.
Terry is a highly accomplished Estate and Wealth Strategist Planner. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor's degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute.
He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner.
CA Insurance License #0A89858
Financial Advisor
CA License #0M62657
Financial Assistant
CA License #4169253
Operations Specialist
CA License #4213864
Operations Specialist
CA License #4421428
Chief Compliance Officer
Annuity Specialist
CA License #4311660
Our team of experienced financial advisors and insurance professionals is dedicated to helping you make the most of your annuity investments. With a deep understanding of the latest market trends and annuity products, we specialize in guiding clients through the process of updating their old annuities into new, better-suited options.
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858
WARRANTIES & DISCLAIMERS There are no warranties implied.
WE Alliance Wealth Advisors, Inc. is a registered investment adviser located in Roseville, CA. WE Alliance Wealth Advisors, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WE Alliance Wealth Advisors, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WE Alliance Wealth Advisors, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as WE Alliance Wealth Advisors, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WE Alliance Wealth Advisors, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WE Alliance Wealth Advisors, Inc., please contact the state securities regulators for those states in which WE Alliance Wealth Advisors, Inc. maintains a registration filing. A copy of WE Alliance Wealth Advisors, Inc.’s current written disclosure statement discussing WE Alliance Wealth Advisors, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WE Alliance Wealth Advisors, Inc. upon written request. WE Alliance Wealth Advisors, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WE Alliance Wealth Advisors, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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