Free Annuity Review

Get an independent analysis of your current annuity contracts.
Our specialists will review surrender charges, fees, performance, and help you understand if you’re getting the best value.
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What We Review in Your Annuity

Our comprehensive review covers all the critical aspects of your annuity contract to
ensure you’re getting maximum value and protection.

Contract Terms

Review surrender periods, penalty schedules, and withdrawal provisions to understand your contract's flexibility.

Fee Analysis

Analyze management fees, rider costs, and other charges to ensure you're not overpaying for benefits.

Performance Review

Evaluate historical performance, cap rates, and participation rates compared to current market offerings.

Benefit Assessment

Review income riders, death benefits, and other contract features to maximize your annuity's value.

Timing Analysis

Determine optimal timing for withdrawals, annuitization, or potential exchanges to better products.

Future Planning

Assess how your current annuity fits into your overall retirement strategy and long-term goals.

Why Get an Independent Review?

  • High fees eating into returns (some annuities charge 3%+ annually)
  • Outdated products with lower caps and participation rates
  • Unnecessary riders costing thousands per year
  • Missed opportunities for better surrender terms
  • Contracts that no longer match retirement goals
  • No sales pressure or obligations
  • Written analysis you can keep
  • Independent, unbiased recommendations
We provide completely independent analysis with no obligation to purchase anything. Our goal is to help you maximize the value of your existing annuity or identify better alternatives if they exist.

What Clients Say About Our Reviews

“The review saved me $8,000 in unnecessary fees. They found a much better annuity with higher caps and no surrender charges after year 7.”
– Patricia H., Age 67

“I had no idea my annuity was underperforming so badly. The independent analysis opened my eyes and helped me make better decisions.”
– James R., Age 62

“They explained everything clearly and helped me understand what I actually owned. No pressure, just honest analysis and great advice.”
– Carol & Ted M., Ages 69 & 71

Request Your Free Annuity Review

Complete the form below to get started with your complimentary annuity analysis.

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