Who Needs An Annuity Report™?

Who might benefit from our services?  Anyone who is retired or getting ready to retire and is currently taking income (or about to begin taking income) from their variable annuity can benefit from a better understanding of how our next market correction/bear market may impact their variable annuity and the retirement income they are counting on. 

Through the use of our proprietary software, we can provide you with additional valuable insight into your existing variable annuity contract which might not be easily obtained on your own.

Your personalized Annuity Report™ will contain not only a detailed analysis of your existing variable annuity, but we will also “stress test” your current contract's values and benefits.  This will also include our proprietary and exclusive Annuity Drain Rate™ Analysis.

Our exclusive Annuity Drain Rate™ Analysis illustrates the combined impact of both fees and your income withdrawals to show if and when your variable annuity might reach either a "critical" drain rate and/or a "terminal" drain rate.  Once your variable annuity has reached a terminal drain rate, it may not provide all of the intended benefits that you are counting on.

Please click here to begin the process of having your variable annuity “stress tested” by the Annuity Report™ team using our proprietary software.  Your personalized report will include our exclusive Annuity Drain Rate™ Analysis.

 

 

NOTE:  A "critical" drain rate is where the combination of annul income withdrawals and the contract fees exceed 10% of the actual contract value.  A "terminal" drain rate is where the combination of annul income withdrawals and the contract fees exceed 20% of the actual contract value.