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Complimentary Reviews of Client Annuities

Uncover Immediate Opportunities in Your Book of Business

SMS Financial Solutions

To learn more about our complimentary annuity review process, please fill out this form, and we will contact you.

Client objectives change. Interest rates and markets change. Annuities evolve. SMS Financial Solutions’ complimentary Annuity Review Process offers a simple, yet comprehensive, analysis of your client’s existing annuity to determine if an updated solution would provide better death benefits, lower fees or increased income.

You get a FINRA-reviewed report to present to your client

  • Side-by-side comparisons of the existing and recommended annuities’ benefits and contract details
  • Narrative explaining the benefits of a recommended solution
  • Plus: support to execute the reallocation of annuity funds (contracting, applications, etc.)

- 3 Easy Steps -

Review your book of business to identify annuity clients suitable for a review
 
Submit client information
 
Receive third-party analysis and SMS Financial Solutions’ recommendation
 
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