Annuity Audit
We will help you explore your annuity contract. This can be a simple analysis to a detailed contract specific evaluation. We will cover the advantages as well as the disadvantages and we will even call the annuity company with you.
Is an Annuity a Proper Investment for Me?
We have been reviewing annuities since 1993, and people frequently bring us annuities with features that don’t match their long-term goals. Annuities can certainly fill a role in someone’s retirement planning, especially for guaranteed income and longevity risk. But they are not a one-size-fits-all retirement solution. Therefore, we designed our Annuity Audit service to help educate annuity owners or anyone considering an annuity. Our fact-finding can give you insights on important annuity features including income, fees, penalties, death benefits, riders and more.
How Does Our Annuity Audit Plan Work?
We Get to Know You
& Your Financial Goals
& Your Financial Goals
Your annuity should match your
goals so we want to spend some time understanding them.
goals so we want to spend some time understanding them.
We Will Provide an
In-Depth Annuity Evaluation
In-Depth Annuity Evaluation
We will share in depth information on your annuity and if it matches up to your goals and best interests.