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You’ve likely heard of refinancing a mortgage to take advantage of lower rates — but few retirees realize they can do something similar with an annuity. When interest rates rise, new annuities often offer higher payouts, better bonuses, and improved features that can significantly enhance retirement income.
Today’s market has created one of the most favorable environments in years for annuity holders to reevaluate their options. Insurance companies are competing for new business, which means stronger incentives for you — from upfront bonuses to improved income guarantees.
At Asset Preservation Wealth & Tax, we help clients assess whether their existing annuity is still performing well or if switching to a new contract could improve returns, increase flexibility, and reduce long-term costs.
An Annuity Review Can Help You:
✔ Discover new annuities offering higher rates and income potential
✔ Evaluate whether bonus opportunities outweigh surrender charges
✔ Compare your current benefits with today’s stronger product options
✔ Ensure your annuity remains aligned with your long-term goals and tax strategy
Market conditions don’t stay this favorable forever. Now is the time to explore whether an annuity “refinance” could put your retirement dollars to better use.
Ready To Get Started?
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
