AnnuityAdvisors - Where advisors go for advice
Should you keep an existing annuity or exercise a tax-free exchange or
transfer to another product with a higher rate?

Compare to Annuity
Current Value: $
Current Interest Rate:   %
Surrender Penalty:   %

Proposed Annuity Policy Information
Current 1st Year Interest Rate:   %
Interest Rate Thereafter:   %
Duration of Rate Guarantee:  



 
Existing Annuity in (x) years: $
Proposed Annuity in (x) years: $
Compare to CD
Current Value: $
CD Rate:   %
Tax Bracket:   %

Proposed Annuity Policy Information
Current 1st year rate:   %
Interest Rate Thereafter:   %
Duration of Rate Guarantee:  



 
CD Value in (x) years:  
Annuity Value in (x) years:  

Please be aware that moving to a new annuity may begin new surrender charges.