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Are older variable annuities still meeting your clients’ needs?

With recent market highs and new-to-market product innovations, do you have a way to assess if your clients’ variable annuities (VAs) still offer benefits that meet their needs? Now may be the time to evaluate if your clients should lock in gains and look at other options that may offer greater levels of guaranteed income with greater protection.

Request an annuity book review today and learn how a fixed indexed annuity may help your clients’ meet their retirement needs by:

  1. Drastically cutting fees
  2. Increasing income
  3. Removing downside market risk

Is it time for an annuity upgrade? Request your free annuity analysis today.

Steve Dunn | | 973.435.3784

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