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Schedule your free 30-minute annuity review
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Times shown in Eastern Time (ET). Monday–Friday, 9:00am–4:00pm ET. Please book at least 1 day ahead.
Before the call
Bring your retirement account and annuity statements.
Most recent statements for any 401(k), IRA, brokerage account or existing annuity contract, plus your Social Security estimate and any pension figure. If you already own an annuity, have the contract or annual statement to hand so we can read the actual rider, income and surrender terms rather than guess at them.
Know the income number you want covered.
Write down roughly what you need each month in retirement and which of it is already guaranteed by Social Security or a pension. The gap between those two figures is exactly what an annuity would be asked to cover, and it is the first thing we work through in the 30 minutes we have.