Reduce Client Fees, and Potentially Improve Accumulation
Our licensed team of experts will evaluate your client’s annuity to determine if costs may be lowered significantly, or benefits improved with a tax-free 1035 exchange into a lower-cost variable annuity. Variable annuities on our fiduciary marketplace of solutions offer tremendous client value, transparency, and liquidity.
Request a Morningstar® comparison. Choose from one of the options below:
- Call us now at 877-575-2742.
- Fax your client’s latest annuity statement(s) to 502-882-6040. Include your contact information (phone, or email).
- Fill out the form below. Your name and email address are required to complete the comparison.
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