Do you currently own a variable annuity?
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.
We provide a detailed profile of contract structure and features as well as advice on how to potentially improve the utilization of contract benefits. There is a fee of $299 for an analysis of up to 2 contracts. Each additional contract is $49.
Annuity Review was created by nationally-recognized variable annuity expert Mark Cortazzo, CFP®, CIMA®. To learn more, visit www.annuityreview.com
Annuity Review is a service of MACRO Consulting Group.
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.
Ready to get started?
Contact us today!