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Change agent of record to 911annuity in order to service your annuity properly.

 

As part of this service, we will provide the following:

 

Annual Reviews

Detailed breakdown of your contract

• Investment allocation

• Investment options (availability and restrictions)

• Death benefit review

• Living benefit review

• Contract expense evaluation

• Income options evaluation

• Cost basis

 

Beneficiary Maintenance

• Review of current beneficiaries

• Change of beneficiaries (if necessary)

• Beneficiary payout options review

 

Ownership Maintenance

• Review of current ownership

• Potential tax implications

• Potential restrictions

 

e-Money 

• We will provide you with a secure online portal where you can see all your annuity accounts in one place (subject to carrier availability)

• You can use this service to monitor other investment accounts and store important documents in the electronic vault.