Do you own an annuity?
Have you had an independent insurance professional review your annuities to determine whether they continue to meet your financial goals? Are your fees too high? If it’s been more than a few years since you’ve reviewed this asset you should consider having an advisor perform an objective review as these products are complex and change often.
While annuities can be a valuable tool to help you manage your income in retirement, our experience has shown that in many cases, clients who have purchased annuities don’t have a clear understanding of how this asset is working to their advantage or if their original goal is still being met with this type of solution. In certain cases, switching to a new annuity may be beneficial.
Contact Kaufman Rossin Insurance Services today for help evaluating your insurance strategy and determining if your annuities are still right for you.