Annuity Assistance for Florida Retirees
We’ve seen countless clients come into our office that have annuities and either don’t understand how they work or have several misconceptions about them. Aston Crest is dedicated to helping our clients in the greater Orlando area learn the reality around their annuity, from the terms to how they apply to you and your retirement plan. We’re here to help you unravel the confusing and often contradictory messaging around your annuity so you can know exactly how it is serving you.
If you relate to any of the below questions or statements, an Annuity Reality Report session could be the right next step for you:
• Do I have an annuity?
• What are my annuity surrender terms?
• I don’t think anyone ever explained my annuity to me. Could someone walk me through it?
• What is an annuity?
• I have a few annuities, but I’m not sure what they are, or when I can start receiving income.
• Aren’t annuities risky?
• Can I change my annuity out for a better rate or another annuity?
• I’m not sure I know what type of annuity I have, or what it does for me.
• My annuity isn’t aligned with my goals anymore.
If you can relate to any of the above questions or statements, or just want a second look at your annuity contracts, we’d love to talk to you! In your Annuity Reality Report session with Aston Crest, here’s what we’ll provide:
An in-depth review of your current annuities, including:
1. Surrender charges and periods
2. Caps
3. Spreads
4. Participation rates
5. An explanation of your current annuities
6. A second opinion on if they align with your current retirement income goals
Get my Annuity Reality Report!
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