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.
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.
