The importance of evaluating annuities as part of a financial plan

Your clients may have annuity contracts that no longer align with their financial goals and objectives. The modernization of annuity products provides opportunities to take advantage of features and benefits previously unavailable. Jackson’s RIA consultants can provide a complimentary annuity analysis to ensure existing annuity contracts are consistent with the holistic financial plan and allow you to add value by advising on the underlying investments.

Complete the form to submit your annuity analysis request.