Annuity Exchanges

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What is an Annuity Exchange?

Unfortunately, investing for the future is not a one-step process. If you aren't reevaluating your retirement saving plans from time to time, you might be missing out on chances to save on taxes or increase your savings. An annuity exchange allows you to simply move some of your retirement savings plans and/or existing annuities into an annuity that might offer enhanced benefits or even new benefits your existing plans don't offer.

Why is an Annuity Exchange so important?

Older retirement savings plans and annuities may not offer some of the benefits that are available on newer annuities. Your existing retirement savings plans may be confusing, complicated, difficult to manage or may incur high management fees or limit your investment options, essentially undercutting your return. With thousands of potential retirement dollars on the line, are you sure you're getting the most out of your retirement savings?

An annuity exchange gives you the power of choice. We can help you find an annuity that may better suit your retirement needs. Through an annuity exchange, you can move the money in your existing retirement plan and/or annuity into a new annuity without tax implications. If you're managing multiple retirement assets, you can consolidate them into one for ease of management and superior returns. You can even get a guaranteed lifetime income that you can't outlive. This may mean a better retirement for you!

If you’re interested in finding the best product for your changing retirement needs, you can obtain a free annuity exchange consultation by filling out the form on this page or by calling our toll-free number. Our team of highly skilled annuity specialists will work with you to develop a plan that fits your budget and income needs.

Note: Not all benefits are available in every state. Please ask your insurance specialist for more details.

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