Welcome to Our Annuity Review Service
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.Â
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.Â