I've Been Shown an Annuity

Another advisor or agent has recommended an annuity, and you want an experienced second opinion before committing your money.

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I'll explain the proposal you've received, evaluate its guarantees, fees, income benefits, surrender provisions, liquidity options.

Most importantly, I will help you determine whether it is appropriate for you. Does this annuity improve your retirement? Is an annuity even needed? Is there a better option?

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Complete the form below, upload the proposal you've received, and I'll provide you with a deep dive analysis of the annuity you've been shown.

The form's upload button also accepts photos you could take of key pages.​

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No cost or obligation.