Annuity Review is a third-party consulting service that reviews existing variable annuity contracts. The program is specifically designed to help pre-retirees and retirees obtain a better understanding of the contracts they already own. Our team has over 50 years of cumulative experience analyzing annuity contracts. We provide a detailed profile of contract structure and features as well as advice on how to potentially improve the utilization of contract benefits. 

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For Investors

Corporate Planning

If you are an investor with an existing variable annuity, let us assist you in gaining a more detailed understanding of the benefits and features available in your specific contract.

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Our Service

Individual Planning

The Annuity Review service includes a detailed, yet easy-to-understand, report on your variable annuity contract and a phone call with an Annuity Specialist.

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Variable Annuities are suitable for long-term investing, such as retirement investing.   Withdrawals prior to age 59 may be subject to tax penalties and surrender charges may apply.   Variable annuities are subject to market risk and may lose value.