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An annuity ownerReviewing my own or a family member's contract

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An institutionExploring an in-force review program

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Insurance company

Product name (if known)

Type of annuity

Held in an IRA or retirement plan?

Approximate value

Year purchased

Riders on the contract

Guaranteed lifetime income (GLWB, GMWB or GMIB) Enhanced death benefit Long-term care or nursing-home benefit No riders Not sure

What matters most to you

Lower fees More income Access to my money Leaving money to family Just want to know where I stand

Firm

Your role

Contracts to review now

The situation

Annual review Keep-or-exchange question Proposed 1035 exchange New client or acquired book Documentation for our file

Organization

Your title

Approximate contracts in scope

Approximate assets in scope

Interested in

A pilot program Contracts past surrender Best-interest documentation Leadership reporting Advisor enablement

Full name

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Your request

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Prefer email? Open it in your mail app, or send the summary to ppolito@eknox.co. You can also call 803-448-4040.

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Who we help

Individuals & families
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Institutions

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Field guide: 11 questions
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Company

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Contact

803-448-4040
ppolito@eknox.co
Charlotte, North Carolina

Annuity Benchmark provides independent annuity reviews for a flat fee. We do not sell insurance or investment products and receive no compensation from insurance companies, fund companies or product sponsors. Our reviews are educational and are not tax or legal advice; consult a qualified tax professional before exchanging or surrendering a contract.

Fee examples are hypothetical illustrations that assume a level balance and no investment growth; they do not describe any actual investor's account, fees or service. Client results shown are actual cases; individual results vary and are not a guarantee of future results. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. The Annuity Health Score is a snapshot to support decisions and does not predict future performance.