I've Been Shown an Annuity

Another advisor or agent has recommended an annuity, and you want an professional 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 - all in plain english.

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. You will know if this is the annuity you want in your retirement plan.

The form's upload button also accepts photos you could take of key pages, if a illustration PDF is not available.​

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Many advisors have a favorite annuity, I have a Process.