Annuity review

For clients with existing annuity contracts, it’s important to conduct regular evaluations to ensure they continue to align with clients’ needs and goals. Clients may have purchased their annuity years ago from another financial professional, and it may no longer align with their investment objectives. Also, over the years, annuity solutions have evolved. Contract holders may want to exchange an inherited annuity for one with different features, benefits, investment options or more flexibility. An annuity review can be beneficial for your clients because you can assess:

  • Changes to current and future goals, and if an annuity still fits their plans
  • If newer annuity solutions provide more attractive benefits and features
  • Income options and guarantees compared to other annuities on the market
  • Cost efficiency and performance compared to other options

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable prospectuses for the variable annuity and its underlying investment options contain this and other important information. Please call 888‑868‑2583 for free prospectuses. Read them carefully before investing or sending money. Products and features are subject to state availability.