Have you had a deferred annuity performance review lately?
- Is 100% of your principal be protected?
- Is a Lifetime Income Rider the best choice?
- Are you paying fees for riders that you don’t need?
- Do you fully understand your withdrawal options?
- Do you know how your withdrawals will be taxed?
- Do you understand the interest crediting options?
- Are home health care or long-term benefits included?
- Are your beneficiaries up to date?
Contact Us Today
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- Schedule a preliminary phone call to answer general questions using the “Schedule a Phone Call” button.
- Fill out the Annuity Review Request and our office will contact you to answer preliminary questions and schedule either a Zoom meeting, office visit or in-home visit depending on your preferences.
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- Your financial needs may have changed since you first purchased the annuity, and there could be more beneficial solutions available today that provide higher growth potential, greater flexibility, or added features like long-term care benefits.
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- It’s essential to evaluate if it still aligns with your retirement goals. Newer products on the market might offer better interest rates, lower fees, or enhanced options for income guarantees.
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- By exploring these alternatives, you could maximize your income potential and increase the security of your financial future.
Contact us today to schedule your free review.
