Annuity Exchange

If you’ve owned an Annuity for over 7 years, and have an Annuity Value over $100,000, please Pay Attention.

We’re in a very rare time in recent history, but it could be “Perfect” timing for you.

Here’s why 10’s of thousands of retirees, and soon to be retirees are doing 1035 Exchanges.

✅ For one, we’re in a high interest rate environment, which majority of newer Annuities benefit from.

✅ Rates of Return are significantly higher than they were 7 or more years ago, due to these higher interest rates.

✅ You have more "safe money" Annuity choices today from A+ Rated Insurance carriers.

✅ There are more little, to "Zero Fee" Annuities available today than ever before.

✅ Many Annuities have “Zero Cost” Lifetime Income Riders, and offer Higher Mortality Credits.

✅ Most importantly, Retirees are immediately increasing their Guaranteed Incomes and Locking-In their Lifestyles.

Here’s what you don’t want to do.

✅ You don't want to miss the opportunity to Increase your Guaranteed Lifetime Income Streams and Benefits, while simultaneously lowering or completely eliminating your current fees.

We all know that nobody can predict when interest rates may fall again, but we know when they do, it may not make sense to do a 1035 Exchange.

Now is the perfect timing, if you qualify, to inquire about your options.

When it comes to locking in an increased lifestyle, and securing your retirement income that you can't outlive, you don’t delay for tomorrow, next week, or even next month, what you can, and should take care of today.

This is your lifestyle, your retirement income, and your financial security all on the line. You don't want your future exposed to extremely volatile markets or economies like we're in today. Here’s what you want to do next.

✅ Click the “Schedule Consultation” button, and schedule a call with your Licensed Annuity Expert.

They will help you compare your old Annuities against newer available annuities with increased benefits, higher mortality credits, less or zero fee options, and even help you determine if diversifying more annuities into your Retirement Portfolio makes sense.

Your Licensed Annuity Expert can discuss with you our “Income Ladder Method”, which leverages multiple shorter term annuities that can be “turned on” as you get older to “increase your income”, instead of losing income as you get older.

This method provides the ultimate security into your later Retirement years, and provides peace of mind, allowing you to live your best years, worry free.

Your Licensed Annuity Expert will also present you with your “Income Retirement Roadmap”, so you know, down to the penny, what to expect in future income.

You’ll understand, in detail, all of the additional benefits your new Annuities have, and with the guidance of your Licensed Annuity Expert, you’ll be able to pick the best options for Locking In Your Lifestyle, and Guaranteed Lifetime Income.

Now’s the time to remove your Retirement Income worries, and start planning your new future. We can’t guarantee you’ll qualify, but we’ll walk you through your options, address your questions, and determine the best fit for the lifestyle you’re looking to lock in based on an income stream to match.

As a reminder, how will you know if this is NOT for you?

✅ For one, if you're not interested in having a discussion around your 1035 Exchange options, we simply can't help.

✅ If you haven’t owned your Annuity or Annuities for at least 7 years. We want to make sure there are no "surrender charges" that would nullify the Exchange.

✅ This would not be for you, if you have less than $100,000 in current Annuity Value, or do not have at least $100,000 or more you may be interested in diversifying into Annuities.

If everything you’ve heard so far is of interest, and you want to explore this possible once in a lifetime “enhanced crediting strategy” that's only available due to the high interest rate environment, then book your call with your Licensed Annuity Expert, today!

Click the “Schedule Consultation” button, and select a time that works best for you.

As a reminder, please do not schedule a consultation if...

✅ You’ve not owned your Annuity or Annuities for greater than 7 years

✅ Have at least $100,000 in Annuity Value, or

✅ Have at least $100,000 you’re considering placing into an Annuity vehicle.

Lastly, if you do not own any Annuity products, but interested in diversifying your Retirement portfolio by securing “Guaranteed Lifetime Income”, please also schedule a call.

Your assigned Annuity Expert will discuss all of your options based on the Lifestyle you’re looking to Lock-In during Retirement.

Click the "Schedule Consultation" button, select your time, and we look forward to exploring your options.