Pick a time that works for you. A Certified Annuity Advisor you can verify by name will review any annuity you are considering or already own, answer your questions, and tell you plainly whether it fits.
Here is what happens when you talk to an annuity advisor who holds the CAA, start to finish. The full annuity review process is laid out step by step if you want the detail first.
The first question is about you, not a product. Income, growth, protection, or simply understanding your options. If an annuity does not fit, you will hear that plainly.
Bring an annuity you were pitched or already own. Your CAA walks the rate, the term, the surrender schedule, and the fees, in plain numbers.
You get an honest answer you can act on whenever you are ready, or not at all.
Select a day to see available times.
A confirmation is on its way. A licensed advisor will call you at the time you chose.
Leave your name and number and a Certified Annuity Advisor will reach out to set up your free review.
Call answered by a licensed advisor, with a follow-up in under 60 seconds during business hours.
