Request a consultation

Dani will contact you to confirm.

Start with a complimentary conversation. Send the short form. Dani Ross reads every request and reaches out the way you choose to set a time that works for you.

You send the formIt takes about a minute.
Dani contacts youBy phone, text or email, as you asked.
You pick a time togetherNothing is booked until she confirms it with you.

What happens on the call Richelle asks what you are trying to sort out. You ask whatever you want to ask. Nothing is sold on a first call. Nothing is signed.

Rather call? Rather email?

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Email addressMobile phone number needed if you want a call or text

Text messages (optional) I agree to receive text messages from Rhema Financial Solutions about my request, including consultation follow-ups, event registration and reminders, resources I ask for, and customer service updates. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for help.

Text message consent is optional and is not required to send this request. No mobile opt-in or text message consent is shared with third parties or affiliates. Privacy Policy | SMS Terms and Conditions

How should Dani reach you?Best time to reach you optionalWhat would you like to talk about? optionalHow would you like to meet? optionalAre you already a Rhema client?How did you hear about it? optional

Please never type a Social Security number, account number or statement into this form. We use your details only to answer your request. We do not sell them. Read the privacy policy.

Learn about available bonus credits

Some annuities add a premium bonus when money is moved in, for example from an IRA or an old 401(k). Availability, eligibility and terms vary.

A discovery call walks through how a bonus credit works, how it vests, and what usually comes with it, such as a longer surrender period or a lower growth cap. A bonus is not investment return, not every account is eligible, and it is not the right fit for everyone. We will say so if it is not for you.

Pick it in the form above, or ask us to call you.

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