Annuity Discovery Report

You deserve a clear, honest, and objective review of your annuity. We are your advocate. Take this opportunity to learn the facts about what you own.

In the vast majority of cases we’ve reviewed, an annuity was SOLD, it was not bought. There’s a big difference. If you have an annuity, there is a 99% chance you don’t know exactly what you were sold, but there is probably a 100% chance it isn’t what you believe you bought. Why don’t you understand your annuity? Because the salesman doesn’t either. Most issues are hidden behind a thinly veiled, overly simplified sales pitch of arguably the most complex and costly investment vehicle ever created.

Trading your money to an insurance company may be the most ineffective and inefficient way to create a lifetime income. Depleting your principal is potentially a disastrous way to create income.

GET THE LATEST NEWS ON ANNUITIES

HAVE YOU ASKED THESE VITAL QUESTIONS?

 

  • What are my TOTAL fees & charges?
  • Can I really LOSE money?
  • I thought it was GUARANTEED?
  • What is my actual CASH balance?
  • Can I AVOID surrender charges?
  • Am I STUCK or can I get out?
  • Can my INCOME GROW?
  • Are there better OPTIONS for me?

HERE IS WHAT YOU GET

  • FREE review of your annuity contract
  • FREE calls to your carrier for answers
  • FREE summary report of the annuity
  • FREE guidance on your options
  • FREE help understanding the results