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Do you own the right annuity?

A plain-English guide to the six kinds of annuities, the questions your contract should be able to answer, and how to tell when it's time for a review.

  • The six kinds of annuities, in plain English
  • The six questions your annuity should be able to answer
  • A 10-item self-check to know if it's time for a review
  • How the audit works — step by step

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The Annuity Audit™
Do you own the right annuity?
A plain-English guide for annuity owners
AA
Scott Zimmerman 50+ years of combined annuity experience

What's inside

A short read — about 10 minutes. Written for people, not advisors.

01

The six kinds of annuities

SPIA, MYGA, FIA, RILA, VA, DIA. What each one does — and which one you probably own.

02

The six questions to ask

Cash surrender value, surrender period end, rider costs, account value vs. benefit base, withdrawal impact, and what your beneficiaries actually receive.

03

The 10-item self-check

If even one of these statements sounds like you, your annuity deserves a closer look.

04

What older annuities can hide

Some older contracts hold guarantees or benefits no longer offered. Sometimes the best move is keeping exactly what you have — and here's how you'd know.

Written by The Annuity Audit team — 50+ years of combined annuity experience. Independent. Represents the top A+ rated carriers. Licensed in all 50 states.

As seen on ABC, Fox News, NBC, AP, SI, International Business Times, Morning News, CBS — and over 450 news sites