All-Encompassing Service
Unneeded Income Rider
Unneeded Income Rider
Unneeded Income Rider
For annuity clients who have an existing income rider they no longer need, those funds can be repositioned to an annuity that fits their current situation. This creates potential for stronger growth, reduced fees, and allows for a focus on wealth transfer.
Income Optimization
Unneeded Income Rider
Unneeded Income Rider
As annuity designs have changed over the years, it may be possible to exchange the existing contract for a more modern design, which could significantly increase returns and/or income.
Repositioning
Unneeded Income Rider
Repositioning
Does your client own an annuity that may have performed well over the last few years? As they approach retirement, they may be more concerned about potentially losing what they've earned because of a market correction. A fixed or indexed-annuity can lock in their gains, while still providing a potentially safer growth opportunity.