Five-Point Annuity ReviEW
Have You Reviewed the Annuity You Purchased Between 2017 and 2021?
A simple 20-minute review can help you understand what you own today—its value, growth strategy, income features, beneficiaries and whether it still fits your retirement goals.
- We review the annuity you already own first. No obligation to make a change.
- 20+ years helping retirees
- Licensed in Washington, Oregon & Idaho
- No cost for the initial review
- We review the annuity you already own first. No obligation to make a change.
Start here
The five points Mark checks, in order
Nothing to click through. This is the whole review, and it is the same worksheet he fills in with you.
Your Five-Point Annuity Review
Contract you already own
About 20 minutes
Point One
Current Value & Access
What is your contract worth today, and what money can you access?
Point Two
Interest & Growth
How is the contract currently positioned for growth?
Point Three
Income Features
What income features or riders do you have, and how might they fit your timeline?
Point Four
Beneficiaries
Do your primary and contingent beneficiary records still reflect your wishes?
Point Five
Overall Goal Fit
Is the annuity still doing the job you purchased it to do?
Your goals can change. Crediting terms may change. Beneficiary information can become outdated.
The review itself
Does Your Annuity Still Match What You Need Today?
You may have purchased your annuity for growth, income, access or leaving money to family. Years later, the first question is simple:
Is it still doing that job?
- Current and surrender value
- Available withdrawals
- Crediting allocations
- Income features
- Primary and contingent beneficiaries
- Overall fit with your retirement goals
Important to check
Three Things Worth Rechecking
Beneficiaries
Are primary and contingent beneficiaries correct?
Growth settings
Do current allocations still match the contract's purpose?
Income timing
Do income features still match when you expect to need income?
The review itself
See What Mark Reviews—Before You Schedule Anything
Twenty simple questions covering the five areas of your annuity that are worth reviewing.
About 10 minutes
Completed copy emailed to you
No appointment required
How the review works
Talk, review, decide
1
Talk
Tell Mark what you own and what you want it to do.
2
Review
Look at the five key areas of the current contract.
3
Decide
Keep it, update it or compare alternatives only when appropriate.
Mark Rogers
More than 20 years helping families in Washington, Oregon and Idaho understand retirement income and annuities.
Schedule
Book your 20-minute annuity review
Tell Mark roughly when you bought your annuity and what you would like help understanding. You do not need your statement for the first call.
Annuity Review
We will get back to you as soon as possible.
Please try again later.
Questions people ask
Before you book anything
Do I have to replace my annuity?
No. The review begins with the annuity you already own.
What if I still have a surrender charge?
That is one of the important contract details to review before considering any change.
Do I need my statement for the first call?
No. The first conversation determines whether a detailed statement review would be useful.
Is there a fee?
There is no fee for the initial conversation and preliminary review.
What happens if another option appears worth considering?
We review what you already own first. If a comparison appears relevant, we will explain why and what tradeoffs should be considered. You are under no obligation to make a change.
Your annuity may be fine. It simply should not be forgotten.
Twenty minutes is usually enough to know where your contract stands today.
Site Navigation
My Safe Money Matters provides retirement income planning and insurance services to residents of Kennewick, Richland, Pasco, Prosser, and West Richland, and communities throughout Benton, Franklin, and Yakima counties in eastern Washington. In-person and virtual consultations are available.