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Insurance Planning, Assets and Investment Planning

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
Does An Annuity Fit Within My Financial Plan?
Category: Insurance Planning
Common Annuity Products
Category: Insurance Planning, Assets and Investment Planning
What Issues Should I Consider When Doing A Section 1035 Exchange?
Category: Tax Planning, Insurance Planning

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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— Larry, an advisor in Oregon
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— An advisor in New York
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— William, an advisor In Massachusetts
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— Ryan, an advisor in New York
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