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.
