Upgrade Your Annuity
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Upgrade Your Annuity
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Think of your annuity like a well‑worn roof on your home. It might still keep you dry, but
the materials have advanced, the warranties are better, and replacement could save
you money in the long run. The same is true for annuities. Many contracts purchased
before 2022 were built for a low‑rate environment—locking in payouts that felt fine then
but now lag far behind what’s available. In the past three years, fixed rates have nearly
doubled, and modern annuities come with features like inflation‑adjusted income,
partial liquidity, and smarter fee structures. But making a change isn’t always the right
move—you have to weigh surrender penalties, market value adjustments, and the value
of any guarantees you already hold. Let’s dig into how to decide whether your annuity
needs a patch, an upgrade, or to be left alone entirely.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.