Wondering if your current annuity is a good fit?...or are you thinking about purchasing one right now?
Many investors are introduced to annuities while dining over a Ruth's Chris filet paid for by a wire house brokerage firm. Or, from their broker pitching it as a way to safeguard their portfolio from risk. On the surface, they appear to be a safe bet. But, many of them are so riddled with unjustifiable fees that any amount of risk mitigation is offset by the complexities and hidden caveats.
E2i Financial Group offers annuity owners, and investors contemplating and annuity purchase, an Annuity 2nd Opinion Service. Our Annuity 2nd Opinion Service is designed to help you understand the details particular to your annuity and determine if it's an appropriate investment given your financial goals. We take an unobstructed view of the entire contract and give you a plan. If it makes sense to keep it - we'll tell you. And if you'd be better off transitioning to another solution, we'll provide you the guidance to carry it through.
How does the 2nd Opinion service work?
We'll arrange a call between you, an expert E2i Financial annuity counselor, and the annuity carrier to collect information about your annuity's riders, surrender charges, fee structure, and risk score.
Once the fact gathering call has been completed, E2i Financial Group will send you a summary letter that explains the contract in detail and makes a specific recommendation about it. If the recommendation to surrender the annuity arises, we will make sure you understand the consequences of that decision.
If you decide to surrender your annuity and hire E2i Financial group, an experienced investment advisor, acting as your fiduciary, will manage the annuity surrender process and begin constructing your model portfolio.
While there is no cost for the Annuity 2nd Opinion service, it is available to qualified investors only.
Learn more by downloading our FREE guide, Annuity Wisdom. Or contact us to find out how we can help you.