The annuity learning center
A better question.
A clearer next step.
Already own an annuity? Start with the detail you want to understand. These guides help you prepare for a thoughtful conversation about your contract.
What would it cost to take money out?
Understand surrender charges, withdrawal allowances, and the questions to ask before taking money from an existing annuity.
Read the guide02 / Costs and tradeoffsWhat am I paying—and what do I get?
Learn which annuity fees to ask about, how rider charges differ, and why costs should be compared alongside contract benefits.
Read the guide03 / Retirement incomeIs that my balance—or my income benefit?
Questions to help distinguish annuity account value, income benefits, withdrawal limits, and the conditions of an income rider.
Read the guide04 / A considered decisionWould changing my annuity actually help?
Compare keeping an existing annuity with replacing it, including surrender charges, benefits you could lose, and new contract restrictions.
Read the guidePut it all together
Your statement is the beginning.
Your life is the context.
Use our annuity review checklist to organize your questions, or talk them through with our team.
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