Already own an annuity? Find out if it's still pulling its weight.
Rates, features and costs have changed a lot in recent years. Get a free, independent side-by-side comparison of your current annuity against what's available today.
Signs it's time for a review
✓ You bought your annuity more than 3-5 years ago and haven't looked at it since.
✓ Your income payments haven't kept up with rising prices.
✓ You're not sure what fees or riders you're paying for.
✓ Your surrender period has ended (or is about to).
✓ The person who sold it to you is no longer in touch.
What you'll receive
A plain-English summary
What your annuity actually does: guarantees, fees, riders, surrender schedule.
A side-by-side comparison
Against current options from leading carriers, prepared with Annuities Genius.
An honest verdict
Keep it, adjust it, or consider a change. Very often the right answer is to keep what you have - and I'll tell you when it is.
Important to know
Replacing an annuity isn't always in your best interest. Surrender charges, lost benefits and new waiting periods can outweigh the advantages of a newer contract. Any change is reviewed against your state's best-interest rules and explained in writing before you decide.
How it works
1. Send your statement.
Send me a copy of your latest annuity statement (upload or email).
2. I prepare your comparison.
Usually within [X] business days.
3. We review it together.
On Zoom. No decision is needed on that call.