Is Your Annuity Any Good?
A fiduciary’s guide to reviewing what you already own
You already own it. Nobody ever showed you how to check it.
You own it. Nobody ever reviews it.
A great deal of retirement money sits inside annuities that were sold once and never examined again. The statement arrives, the numbers look fine, and nobody ever asks the only question that matters: is this contract still earning its place in your plan? Is Your Annuity Any Good? shows you how to answer it yourself — with the arithmetic in the open.
- The two numbers on your statement that are not the same — and which one is actually yours
- The four things that give a contract its value — company strength, guaranteed minimums, current rates, and renewal history
- How to read your surrender schedule — and the day it sets you free
- A fiduciary’s four honest verdicts — keep, adjust, wait, or exchange — without a sales pitch
The chapters
The question isn’t whether annuities are good. It’s whether yours is.
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