Annuity Strategy Review
If you’re considering an annuity, or already own one, this review helps you understand what you have, what it’
s doing, and whether it still fits your retirement plan.
What's Included
✓ Review key contract terms (fees, caps, surrender schedule)
✓ Confirm if the annuity matches your goal (safety, growth, or income)
✓ Identify gaps or risks that could impact retirement income
✓ Leave with clear next steps (no pressure)