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.
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.)
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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