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Annuity Review
Do you currently own an Annuity?
Some questions you may want to consider:
Do you know where your annuity is taking you?
Do you understand your annuity contract?
Will it meet your current and future needs?
Do you want the account value to be passed on to your heirs or a charity?
Would you prefer to have some long-term care insurance coverage, with no checkbook expense?
Maybe it's been awhile since you reviewed the annuity that you purchased. Maybe your future plans have changed somewhat too. Maybe it would be a good time to have a checkup of your plans and see how your annuity meets your needs, wants and demands.
Review your current annuity so that you have a good understanding of what you now ownReview your current and future plans and check to see if your current annuity matches up
Make you aware of alternative options and plans available, including how you can link it to long-term care benefits
Design an alternative plan that best meets your needs, wants and demands
It is a free service! We will: