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 Individual 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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For Fee-Based Advisors

Individual Planning

We also offer reviews to Fee-Based Advisors and hourly Financial Planners on specific contracts.

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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.