Get the most from your annuity and retirement plan.
Are you looking to purchase or upgrade an annuity for your retirement plan? The Annuities Institute provides friendly and objective assistance in helping you make sense of the vast number of different annuity products that are available. As independent planners, our advisors provide superior planning services, as they can recommend annuity products from the widest range of companies. This ensures you get the best advice possible, as our planners are not limited in the recommendations they can make due to restrictive affiliations.
The Annuities Institute can help you:
develop a personalized retirement plan that gets the most positive benefit from the annuity product you select
maximize tax advantages and future retirement income by providing insight into how annuities would work for you
help evaluate an existing annuity with respects to strength of provider, interest rates, tax advantages, growth potential, risk tolerance, and suitability for your personal needs
help evaluate new annuities you are considering for a 1035 exchange, to include direct guidance on how any potential resets of your surrender charge period could impact planned liquidity or your original objectives
determine how any bonus rates being offered by annuity companies as a growth incentive translate against other products you have access to
provide complete full-service attention that focuses on your needs and how well the current market place can effectively meet them
All of our members provide direct, friendly service on a no-obligation basis. To arrange an initial courtesy phone introduction, please complete the form below or call us toll free at 1-888-429-3070.
