Once a year, on its anniversary, an annuity can quietly change. Nobody sends a card, so we made some.
Tell us the month. We'll email you a card then, with 3 quick things to check.
Look for a confirmation email from us in a few minutes. While you wait, flip through the cards below.
Want someone to look over your annuity with you? A free Annuity Audit goes through it in plain English.
Tap a card to open it. The inside has one thing worth checking on your own annuity.
Your annuity's anniversary is usually the date you bought it. On that day each year, a few things can change. On many annuities, the surrender charge steps down. Rates and caps can reset. Fees come out. Most owners never hear about it, except in a letter that looks a lot like junk mail.
You don't need to do anything big. You just need to look once a year. The cards make that a little more fun.
Just the month. Not sure? Pick "Not sure."
A friendly email with a new card and 3 quick things to check.
Reply to the email or call. A real person on our team will help you read it.
Many annuities are doing exactly what they were bought to do. The cards just help you keep an eye on yours, and maybe smile once or twice while you do it.
If you ever want a second set of eyes, the Annuity Audit Team reviews annuities for free. We don't need you to buy anything to help you understand your statement.
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