Annuity Review is a service of MACRO Consulting Group that was created by nationally-recognized variable annuity expert Mark Cortazzo, CFP®. He is regularly called upon by many noteworthy publications including The New York Times, Wall Street Journal, InvestmentNews, Kiplinger’s, Barron’s, and others as a valuable resource on this topic.
Over the last 20 years Mark’s firm, MACRO Consulting Group, has conducted a tremendous amount of research on the nuances of variable annuities and the mechanics of individual programs. Collectively, the team at MACRO Consulting Group has managed and/or advised on half a billion dollars in variable annuity assets. We currently have four variable annuity analysts on staff and access to eight additional variable annuity research analysts at our broker/dealer.
With our extensive knowledge and access to a database containing detailed data for almost every current and past variable annuity contract, we help investors, like you, obtain a better understanding of the variable annuity contracts you already own.
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Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value.