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Already own an annuity? We’ll review your current contract to see whether you may qualify for improved income, lower fees, greater growth potential, or more protected growth, and enhanced long‑term care (LTC) or chronic care benefits.

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Annuity Inspection

Is an Annuity Inspection Right for You?

If you already own an annuity, a periodic review can help you better understand how it’s working for you today — and whether more efficient options may now be available.

This inspection is designed to provide clarity, not pressure.

  • You currently own an annuity and haven’t reviewed it in several years
  • You’re unsure how fees or riders impact your income
  • You want to know whether newer annuity options offer improved benefits
  • You’re approaching retirement or already taking income
  • You’d like a second opinion on your existing contract

If any of these sound familiar, an annuity inspection can help bring clarity and confidence to your next steps.

What We Review During an Annuity Inspection

Annuities can be complex, and small details can have a meaningful impact over time. During an inspection, we take a closer look at key areas of your existing contract to help identify potential opportunities or limitations.

Income Potential

We assess how your annuity generates income today and whether there may be opportunities to improve or better align income with your retirement goals.

Fees & Expenses

We review internal costs, rider fees, and other charges to determine how they may be affecting long-term performance.

Growth Opportunities

We examine how your annuity is positioned for growth and whether newer options may offer more favorable growth potential under similar risk parameters.

Protection Features

We evaluate downside protection, guarantees, long‑term care (LTC) and chronic care provisions, and other safeguards to help ensure your growth is protected in changing market conditions.

How the Annuity Inspection Works

Getting started is straightforward. Once you submit your information, our team will review your annuity and follow up to discuss what we find.

01

Submit Your Information

Complete the form and upload a recent annuity statement dated within the last 12 months.

02

We Review Your Annuity

We analyze your existing contract, focusing on income potential, fees, growth, and protection features.

03

We Follow Up

Within 48 business hours, we’ll reach out using your preferred contact method to review our findings and answer any questions.

Start Your Annuity Inspection

Submit the information outlined in the form along with a recent annuity statement. This allows us to review your existing contract and determine whether there may be opportunities worth discussing.

Annuity Contact Form

Upload a statement dated within the last 12 months.

*Required fields

Your information is kept confidential and used only for the purpose of this annuity inspection. There is no cost or obligation, and our team will follow up within 48 business hours.

our approach

What Happens Next

Once you submit your information, our team will review your annuity details and statement. Within 48 business hours, we’ll reach out using your preferred contact method to discuss what we find and answer any questions you may have.


There’s no obligation to move forward. This inspection is simply an opportunity to gain a clearer understanding of your current annuity and whether it’s still aligned with your goals.