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For many retirees, an annuity is a cornerstone of their income plan — offering security and guaranteed income. But as market conditions change, so do the opportunities available within the annuity landscape.
With interest rates at their highest levels in years, insurance companies are offering new products with higher payout rates, attractive bonuses, and even features that help offset surrender charges for qualified replacements. If your annuity is several years old, it may no longer be positioned to give you the best possible performance or benefits.
At Asset Preservation Wealth & Tax, we help retirees evaluate their existing annuities to determine if they’re still aligned with their goals — or if a better option could improve income, reduce fees, and strengthen long-term growth potential.
An Annuity Review Can Help You:
✔ Identify hidden fees or outdated contract terms that may be reducing returns
✔ Explore new annuities offering stronger rates and potential bonuses
✔ Evaluate surrender charges and replacement options
✔ Ensure your annuity aligns with your income, legacy, and tax strategies
Don’t let your retirement income plan fall behind today’s opportunities. A simple annuity review could reveal ways to improve your income and enhance your financial confidence.
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