Indexed Annuity Spreadsheet for Asset Allocation Scenarios
Please contact us for a complete Indexed Annuity Spreadsheet for comparison.
When shopping for Annuities, it is important to remember that not all carriers are created equally. The first main factor to consider is the rating. The ratings for Insurance carriers can be found on websites like AM Best. Once you have chosen a reputable company, you then have to look at their product offerings. It is also important to remember that most Annuities have terms that range from 1-14 years and usually come with surrender charges. Surrender charges apply only if the account is liquidated or excess withdrawals have been made. There are fine differences from carrier to carrier and we will help you narrow down your choices.
For a complete pdf of all carriers for a specified term or product, please contact us and we would be happy to provide that to you.