Annuities have become increasingly popular over the past 5 years as insurance carriers have come up with some exciting features that allow upside growth potential with downside protection (all in a tax deferred vehicle). These are particularly attractive in a volatile market. That being said, some annuities don't live up to the hype as they are laden with expenses, long surrender charges and limited liquidity to access your funds.
Our team will provide a comprehensive analysis of your current annuities to make sure you assets are safe, growing accordingly and structured to serve your goals. We can also provide a review of your current assets to see if they could better suited in one of these vehicles. With access to over 50 of the nations largest annuity carriers we can search the marketplace on your behalf and help decipher which annuity is best for your retirement goals.