Most of us will review our investment portfolio annually if not quarterly. But many individuals will take a set it and forget it approach with their annuity contracts. If you own an existing annuity and exactly sure of all the features, riders, investment allocation options and fees you may be a candidate for our annuity review service
independent, unbiased and Transparent
We offer an annuity review service in which we act as your third-party consultant. We will review your existing annuity contract and provide a comprehensive report highlighting the structure and features and any advice on how to potentially improve your utilization of your investment. This program is specifically designed to help pre-retirees and retirees obtain a better understanding of the contracts they already own. Our team has over 20 years of cumulative experience analyzing annuity contracts.
my annuity store, inc.
Over the last 20 years we have conducted a tremendous amount of research on the nuances of annuities and the mechanics of individual programs. Collectively, the team at My Annuity Store has distributed over one billion dollars of annuity contracts.
With our extensive knowledge and access to MorningStar Annuity Intelligence database containing detailed data for almost every current and past annuity contract, we help investors, like you, obtain a better understanding of the annuity contracts you already own.
If you believe you may benefit from this service contact us for next steps to get the process started.
Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc. does not advise clients on the purchase of non-fixed annuity products. The information presented here is not intended to be a recommendation to purchase a fixed annuity, fixed index annuity (FIA), variable annuity(VA), registered index linked annuity (RILA), immediate annuity (SPIA), longevity annuity (DIA), or Qualified Longevity Annuity Contract (QLAC).
The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts which are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a deposit. Please call (855) 583-1104 if you have any questions or concerns.
The information presented here is not a representation regarding the suitability of any concept or product(s) for an individual and it does not provide tax or legal advice. You should always consult your own financial planning, tax, and legal advisors to determine if a fixed annuity, fixed index annuity, annuity with long term care rider, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract are suitable in your financial situation.
The above information is provided solely as a comparison tool, and should be considered a supplement to the full information provided by the insurance company, if applicable. The information published at this web site is not intended to be a recommendation to purchase an annuity. Values listed here cannot be guaranteed. Please refer to each carrier’s complete product information before making a decision. You are strongly urged to consult with financial planning, tax, and legal advisors to determine if an annuity is suitable in your financial situation. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the U.S. government. All annuity guarantees are subject to the financial strength of the insurance company. All rates are subject to individual carrier approval.
23 page research paper written by Nobel Prize winning Economist, Roger Ibbotson, systematically compares bonds vs. annuities. By downloading you agree to receive our bi-weekly newsletter and annuity rate updates.
