Most will review their investments at least annually but often take a set it and forget it approach with an annuity. If you own an annuity and are not 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.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
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.
Get help when you want it.
Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc. is a licensed fixed annuity producer and 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, immediate annuity, longevity annuity, Qualified Longevity Annuity Contract, long-term care annuity, or any other investment or insurance product. Kiara Caudill California License: 4109080.
The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts that 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 is not intended to be 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, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract is suitable in your financial situation.
© 2020 - 20212 All rights reserved. my annuity store, Inc.
Receive a personalized annuity quote within 4 business hours.
