Broker Check

Annuity Strategies

Are You Getting the Most From Your Annuity?

Did you know that more than seven out of 10 annuity owners don’t take advantage of the biggest retirement benefit associated with these investments?  The complex world of annuities can leave your head spinning in no time.  It is important to take advantage of a review conducted by an independent firm, making sure you are doing all of the following:

checks

Our goal is to make sure you are comfortable with your annuity and its benefits, while also making sure you are maximizing the features available to annuity owners such as:

  • Guaranteed Lifetime Income*
  • Market Participation with downside protection*
  • Rising Income During Retirement*
  • Legacy Planning for Heirs*

*Features noted are dependent upon the type of annuity contract, state of issue, as well as it's issuer and their solvency