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Insurance Planning, Non-Retirement Accounts & Assets

Annuity Contract Review

What Issues Should I Consider When Reviewing My Existing Annuity?

With so many different annuity products out there, it’s no surprise that clients and advisors have a tough time understanding them.

With this checklist, you will be better prepared to help your clients understand their annuity and determine if it is still appropriate for their financial situation.

This checklist covers the key issues to consider when reviewing a client’s existing annuity, such as:

  • Understanding their annuity contract, riders, fees, and other important information.
  • Exploring the different options for, and well as the pros and cons of, replacing or surrendering their annuity.
  • Reviewing their annuity’s income benefits and the potential tax implications of their product.
  • Seeing how their annuity fits in with any health and/or estate issues that may be present.
Related Guides
Annuity Suitability Issues
Category: Insurance Planning, Non-Retirement Accounts & Assets
Common Annuity Products
Category: Insurance Planning, Non-Retirement Accounts & Assets

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“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
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— Robert, an Advisor in Colorado
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— William, an advisor In Massachusetts
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— Mike, a financial advisor
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