WHAT IS THE “ANNUITY COMPARISON QUESTIONNAIRE”?

We designed our Annuity Comparison Questionnaire to uncover your specific goals and needs in an annuity. With so many annuity options, people often end up purchasing one that doesn’t t their goals and desires. Many advisors don’t understand the ins and outs of all the annuities available and end up selling their clients “one size ts all” annuities.

This isn’t proper planning – your situation is unique and should have the care and attention it deserves. This is why choosing a financial professional who is knowledgeable about annuities – an “annuity guru” – is so vital. It can mean the difference between hating your annuity, or loving it and being proud of it!

When you take our questionnaire, answering to the best of your knowledge, we can plot a road map to an appropriate annuity. We will make side-by-side comparisons of several options, and within a short period, we can eliminate some and land on the one for you.

Lasting relationships are forged between clients and advisors when proper care and service has been given – we value integrity so much, it is our core company value and way of life.

 
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The Process:

In our questionnaire, made up of 10 questions, we seek to understand what your goals are, and when and how you intend to use an annuity.

Many questions can be answered with a simple yes or no. Other questions ask you to rank your responses on a scale of 1-5, using this key: 5-Very important; 4-Important; 3-Somewhat important; 2-Little importance; 1-Not important

Your annuity specialist will help you complete the questionnaire, then will identify the top annuities for you.