Upgrade Your Annuity
You refinance your home when rates become more favorable. Why not your annuity? Many older contracts were issued in lower-rate environments — today's market may unlock higher rates and better income.
Why Upgrade
Three reasons today's annuities outperform yours.
If your annuity is more than five years old, it was almost certainly designed for a different interest-rate environment.
Higher Returns
Modern annuities offer significantly higher cap rates and crediting strategies than contracts sold just a few years ago.
Tax-Free Transfers
Use an IRS Section 1035 Exchange to move your funds to a better contract without triggering a taxable event.
Lower Fees
Eliminate outdated, expensive riders and high internal fees that have been quietly dragging down your account.
The Real Cost
The hidden costs draining your old annuity.
Most annuity owners have no idea how much their outdated contract is silently costing them every year.
Stop losing growth. See your numbers in 60 seconds.
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What year did you purchase your current annuity?
This helps us estimate the rate environment your contract was built around.