Replace Your Old Annuity With Higher Rates & Lower Fees — Tax Free
You refinance your home when rates become more favorable. Why not your annuity? Many older contracts were issued in lower-rate environments — today's market may unlock higher rates and better income.
Why Upgrade
Three reasons why you should replace your old annuity
If your annuity is more than three years old, it was almost certainly designed for a different interest-rate environment.
Higher Returns
Todays annuities offer significantly higher rates and crediting strategies than contracts sold just a few years ago.
More Income Potential
Replacing your older annuity could potentially increase your retirement income without adding additional money.
Lower Fees
Eliminate outdated, expensive riders and high internal fees that have been quietly dragging down your account.
The Real Cost
The hidden costs draining your old annuity.
Most annuity owners have no idea how much their outdated contract is silently costing them every year.
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What year did you purchase your current annuity?
This helps us estimate the rate environment your contract was built around.