HOW IT WORKS - OPTIONS
BEFORE BEING 'SOLD'
If you think an annuity is the right fit for your specific financial well-being, the Annuity Guru® would love to review the options available based on your situation. Each of us are unique and in some cases, annuities aren't suitable or appropriate for what we want to accomplish financially.
DURING BEING 'SOLD'
If you want a 2nd opinion on whether the product being recommended to you is suitable, The Annuity Guru® has access 99% of the products industry-wide.
The vast majority of advisors are restricted in their product availability, which often times leads to less benefit. Our full disclosure and transparency gives you the client control in understanding.
AFTER BEING 'SOLD'
If you've just purchased an annuity, insurance companies offer a 'free-look' period where the insurance company provides multiple weeks grace period to void the contract. The Annuity Guru® would love to review the annuity contract and offer an alternative product, if a more suitable product exists.
REVIEW AN IN-FORCE ANNUITY
If you purchased an annuity that has matured or have less than 2-years remaining until maturity, there is a good probability the contract could be transferred / exchanged to provide more guarantees, less fees, more income and or protection from potential market losses. The Annuity Guru® would love to review your in-force annuity contracts, with a full disclosure and transparency.