Our Annuity Report™ is an in-depth personalized written report that is specifically designed to help investors obtain a better understanding of the annuity contracts they already own. With our proprietary software we will provide you with a detailed analysis and understanding of the complex math that determines the success or failure of your annuity.
This will also include our exclusive Annuity Drain Rate™ Analysis which illustrates the combined impact of both the fees you are paying and your income withdrawals to show if and when your annuity might reach a critical drain rate and/or a terminal drain rate. Most importantly, through our proprietary software, we will provide you with a “stress test” to determine if your existing annuity contract is likely to provide you with the benefits that both you paid for and your family is counting on.
Contact the AnnuityGeek Squad™ today for your personalized Annuity Report™ which includes a detailed financial analysis and information on the benefits/features of your current annuity contract. There is a fee of $229 for the analysis of your first annuity contract. The fee for each additional annuity contract analysis is $79.
You can also contact us for a FREE "stress test" analysis of any annuity you are currently considering investing your money into.
Under certain circumstances the Annuity Report™ fees for those with an existing variable annuity may be waived. Please inquire for details.
Please click here to begin the process of having your annuity “stress tested” by the AnnuityGeek Squad™ using our proprietary software. Your personalized Annuity Report™ will include our exclusive Annuity Drain Rate™ Analysis.
Annuity Report™ is an advisory service offered through BFF Wealth Management, Inc. (BFFWM), a registered investment adviser. The AnnuityGeek Squad™ and their Annuity Report™ services are offered only in those states where BFFWM is registered and/or in those states where BFFWM is exempt from registration requirements.
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