Annuity Owners — it may be time to refinance.
Could You Benefit from Refinancing Your Retirement?
Just as homeowners refinance their mortgage to take advantage of better terms, you may be able to reposition an older annuity into one that better serves your financial future.
Is refinancing right for you?
Download our checklist to find out.
Don’t Miss the Opportunity to Refinance Your Retirement
If you purchased an annuity years ago, it may be time for a second opinion. Changes in today’s interest rate environment have created opportunities that weren’t available when many older retirement products were issued.
Why Now?
- Many older annuities were purchased during lower-rate environments, which may limit their growth potential or income opportunities.
- Newer products may offer enhanced benefits, including stronger guarantees, increased flexibility, and improved income options.
- No one knows where interest rates will go next. As rates change, today’s opportunities may not be available tomorrow.
- A review costs nothing. A complimentary evaluation can help determine whether your current annuity is still the best fit for your retirement goals.
- Interest rates remain higher than pre-pandemic levels, even after recent rate reductions.
Recent changes in the financial industry and economy make now the perfect time to optimize your retirement plan.
Increased Benefit Payments
Explore options that can increase payments, providing the potential to support more of your retirement.
Tailored Solutions for You
Our needs and objectives change as we progress through life’s many stages. The same concept applies to your investments. Take advantage of this complimentary review of your existing policies to ensure your current and future objectives align with your policies.
Greater Upside Potential
Capitalize on higher interest rates while preserving downside protection.
All guarantees are subject to the claims paying ability of the insurer.