Annuity Makeover
We love makeovers! Getting a fresh start with a new look and feel and all the latest trends can really make a huge difference!
In the annuity world, that difference could mean money in your pocket. The evolution of annuities is relentless with new and better solutions coming out all the time. If you own an annuity that is 5 years old or more, there is a good chance there are better guarantees and lower fees available in the new generation of annuity solutions available today. Don’t get me wrong… Not all annuities should be replaced. I do come across annuities that I cannot improve, but more often than not, we are reducing fees, offering principle protection, and improving guaranteed income.
Putting more money in your pocket is the mission of any “Annuity Makeover.” In order to do this, we need to have a conversation.
We compare what you have with what we can do. Once we determine that replacing your annuity is in your best interest, then we schedule the Makeover.
Once the Makeover is complete, you feel refreshed and brand new with a better guaranteed contract.
Fill out the form to get your free Annuity Makeover consultation.