Annuity Analysis

Some annuity owners may be confused about the product they purchased. Considering the length and detail of annuity contracts, the possible associated fees, and the pressure some purchasers experience during the sales process, a lack of clarity might not be surprising.

Annex Wealth Management will review your annuities, the details of the contract you’ve signed, and provide an assessment of what you own. Some annuity owners may be unfamiliar with the terms of the agreement, or unaware of the fees woven into the contract.

An annuity analysis from Annex Wealth Management provides an honest picture of what you own, why, and how each item fits into your financial plan. Because annuity contracts can be inflexible, knowing what you own and keeping up with ongoing annuity “maintenance” is essential.