You will be working with a licensed and insured agent at allaboutannuities.com. We will be here to help you with any questions you have regarding your annuity. You also always have access to call the annuity company directly.
We are located in Lynnwood, Washington. Though we work with clients all over the nation. Nowadays, everything can be done over the internet or by mail. If it’s important to you to meet us face to face we will come see you.
All annuity products have a period of time that you can review your policy after it has been delivered and receive a full refund if you decide not to keep the contract. Each state has specific laws concerning the free look period but it normally ranges from 10 to 30 days.
We will work with you one on one to fill out the needed paperwork and we will submit it to the insurance company. After the annuity is issued we will review the contract to make sure it is correct and then mail it to you via priority mail. We will then also go over it with you to make sure that it meets all your expectations.
Yes if you have owned your annuity for a number of years and don’t know if it’s a good one or can’t remember how it works, we can help you. We will review it with you and help you understand what you own and explain how it works. Many of the older annuities can be complicated. If it is a good one for you, you will have peace of mind. If it is outdated and not the best fit for you we can also advice alternatives and other options. Either way you will gain more clarity and understanding.