The review play: the annuity they already own
Call the owner, test the contract against today's quotes and count what leaving costs. Replace only for a clear gain, with the papers in order.
Your book already holds annuities someone else sold. A clear review earns trust fast, and sometimes leads to a better contract.
Saves notes, uses credits
You'll learn to
- Call the owner, then rank the old income in Income rider calculator
- Run Annuity replacement and read Give-Up vs. Gain
- Gather the papers that Compliance check lists
In this guide
- 1. Call the owner and get the numbers (done)
- 2. Benchmark it: still competitive today? (done)
- 3. Old and new in dollars Tool (done)
- 4. Replace or keep? Count the exit and the gain (done)
- 5. Replacement paperwork before you submit (done)
- 6. Quiz: the annuity they already own (done)