Step One: Answer the questions below:
- Does your annuity cause you stress?
- How many dollars go towards hidden fees?
- Will you lose money with a market downturn?
- How does your annuity compare with what’s available TODAY?
- Who benefits most from your annuity?
- If available, would you be interested in a 2nd Opinion?
There is no better time than now to re-evaluate where you are currently and determine if your past decisions are still in alignment with YOUR current goals. This evaluation isn't just about making changes - it's about having a real understanding of where you are and what you own.