Rates have changed, Benefits have changed...

Is Your Annuity Still Optimized?

Due to an increased interest rate environment, many companies have increased their crediting rates, enhanced their benefits, and even lowered their fee structures...

Meaning the most competitive annuities of just a few years ago have now become obsolete.

This comprehensive guide will help you quickly analyze your current annuity to make sure it's optimized for maximum benefits!

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Here's Just a Small Sample of What You'll Learn in this Complimentary Guide...

  • Growth BEFORE Fees & Charges... and why that matters

  • Lost Opportunity Costs... how does your annuity compare today?

  • Guaranteed Income Projections... safety no matter what

  • And much more!

A quick word from

Jon L. Bowles

Having been in the financial services industry for several decades, I've seen the evolutions and changes that take place with the shifting of our economy.

Remember when everyone was walking around with brick cellphones and flip phones?

How many are still using those same phones today?

Not many!

Financial products such as annuities are no different!

Just like you can upgrade your cellphone with new features and benefits, you may be able to periodically upgrade your financial products with new features, benefits, and lower costs.

And that's exactly what this guide is designed to help you do.

You will learn how to analyze what you have today, to see if there might be better options available.

In the guide, I cover important areas such as...

  • Growth Before Fees & Charges

  • Fees & Charges

  • Lost Opportunity Costs

  • Costs as a Percentage of Growth

  • Your Annuity Score

  • And Much More

The Bottom Line? Financial Peace of Mind

A quick check can save you from years of heartache and headache. Is your annuity still the best? Maybe! But wouldn't it be nice to know for sure?

Copyrights 2024 | JLB Financial Inc.