I Own an Annuity

You want to understand how your annuity is performing, what benefits it provides and whether it remains the best option for you.

​

There is more you want to know about your annuity than an annual statement provides. ​I'll review its current value, surrender value, liquidity, interest crediting terms, fees, any riders or enhanced benefits, and future potential. I'll tell you about the insurance company and its financial ratings.

​

You will know how your annuity has performed. What the fees or rider costs add up to. Whether you own an annuity with living benefits you can't get anymore.

​

No generalities - a real look at your annuity and how it stacks up. Here is the actual Worksheet we will use.

If keeping your annuity is the best option, I will tell you. If changing annuities makes sense, I will tell you why.

​

Complete the form below to get started on the deep dive report that I will send to you by email.