I want to exchange my expensive variable annuity for a low cost annuity
Consider moving to a fixed annuity.
Things to consider when exchanging out your annuity,
1. Will you Receive a better economic value after the exchange?
2. Will you lose money if you exchange?
3. What surrender charges will you incur to exchange out your annuity.
4. Will you lower your annuity expenses after the exchange?
When to consider exchanging out your annuity:
1. When you will not incur charges going into an annuity with better economic benefits.
2. When your variable annuity has too many expenses and you’ve incurred a negative market value adjustment.
Fixed income annuities and equity indexed annuities are issued by third-party insurance carriers that are not affiliated with Retirement Wealth For You, LLC.
The contract’s financial guarantees are solely the responsibility of the issuing insurance company.
