In order to decide whether or not to annuitize your annuity, you need to be clear about your goals for the annuity and how you expect to use in the future. You also need to understand how your current annuity works, whether the income amount is guaranteed, and how much your benefit has earned in the past. You need to understand the annuity’s surrender terms. Finally, it’s important to understand what other annuity and non-annuity products are available in the market.
If you provide us with a few details on your existing annuity policy, we’d be happy to complete a detailed analysis to determine if it makes sense for you to annuitize your annuity. We’ll also provide you with a comprehensive list of the additional options available. Please email [email protected] for more information.
To speak with one of our annuity experts about whether you should annuitize your policy, you can schedule a call here.
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