If your annuity was purchased when interest rates were at historical lows, it may no longer be competitive with other available options.
Annual fees, mortality expenses, riders, and surrender charges add up. A review helps you make sure you're not paying for benefits you don't need.
Annuities are typically purchased to produce reliable income during retirement. If your needs or income sources change, you may need to revisit your annuity strategy.
Your annuity's guarantees are only as good as the company holding it, so we'll review its financial ratings and stability. If we find cause for concern, we'll show you what to do next.
Goals, interest rates, and products can change. It's smart to see what else is out there that could meet your needs.
Make sure your money will go where you want it to when the time comes.
*When you exchange one annuity for another one, you may pay a surrender charge on the old annuity and initiate a new surrender period.
Yes, please help me review my annuities!