Fix your annuity before the market leaves you behind.

If your annuity just changed the rules, our proprietary industry software identifies the best performing indices inside your current contract that have the best odds to perform - so you can reallocate intelligently without surrendering.

One $49 report could rescue years of lost growth in your annuity.

OR

You could get the "Lite Report" using your current strategy only.

1. Your current index allocation

& risk of underperformance

2. Top alternative indexes within your contract

by historical behavior

3. Current vs. optimized comparison

Action checklist for reallocating (no surrender required)

**If your carrier reduced caps/participation,

waiting compounds the loss.

How it works?

Educational Guidance only.

You stay in control of your contract.

Locked in Not Helpless!

Surrender Penalties trap many policyholders. Smart Reallocation is the easiest way to fight back!

Every Month Matters!

Misallocated indices quietly cost growth you never recapture.

Performance Matters!

The performance of your annuity is totally based on your allocations.

Order Your Personalized Report

$49 gets you a lifetime of reports!

Reallocation report every year you own your annuity contract

🔒 Secure Checkout

Complete your $49 order quickly and safely (short intake form follows).

📊 Personalized Report

We fully analyze your annuity and show you the best-performing index options.

💻 Expert Zoom Review

We walk through your results

1-on-1

What do you need from me?

We need all pages of your last annual statement. On this statement will list all of your index choices and the current caps / participation rates.

How long will it take to be generated?

If we have all the required information, the report will be finished in 72 hours.

How will my report be delivered?

When you checkout, you will receive an email with a calendar link. Click on this link and schedule a time to go over your report via zoom call.

Can someone explain the report to me?

Absolutely, one of our agents will be happy to jump on a Zoom call with you and explain your report so you can understand the report and which indexes should be your future choices.