Oceanview, founded in 2019, has partnered with Oceanview Asset Management, LLC, a wholly owned subsidiary of Bayview Asset Management, LLC, to offer annuities and develop a suite of retirement savings products. 

Oceanview

Should you pass away before the end of your contract, the accumulated value of the annuity, including interest, will be passed to your beneficiary without any charges or fees. If the beneficiary is your spouse, he/she can continue the contract as the owner for the remainder of the term.

You will have a 30 day window leading up to maturity to withdraw the money invested, reinvest it in another fixed annuity, or turn it into guaranteed income via annuitization. If you do nothing, any money left in the contract will renew into a new guarantee period of the same term with the rate effective at that time. If the contract matures before you turn 59½, withdrawals (other than rollover to an IRA) will be charged a 10% penalty by the IRS.

High

Harbourview Multi-Year Guaranteed Annuities

Traditional IRA Exchange

Wire Transfer

Check

1035 Exchange

Roth IRA

457(b)

403(b)

401(a)

401(k)

Investment Account

Harbourview Multi-Year Guaranteed Annuities (CA)

Harborview

Roth IRA Exchange

Harborview (CA)

Oceanview Annuities

Fixed Annuity Products

Harbourview Multi-Year Guaranteed Annuities

Harbourview Multi-Year Guaranteed Annuities (CA)

Fixed Index Annuity Products

Harborview

Harborview (CA)

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