No. 27 of 106 Things We Do For Clients
Review your existing annuities and similar deferred accounts. There isn’t much a financial advisor does that is more time-consuming than fully analyzing an annuity. Most annuities are not well understood by those that own them. This is especially true of the many fees and costs, most of which are hard to find and decipher. While most annuities we analyze turn out to be poor investments, every so often we find an older one that is a keeper. That’s why we invest the time and effort to painstakingly analyze each one.