Are Your Annuity or IUL Indexes Underperforming? Find Out Before You Lose Another Year of Growth.
Get an independent, professional Index Reallocation Analysis for just $47—and ensure your retirement assets are actually working for you.
Free 5-Minute Video Breakdown. Click to play...
When was the last time your agent reached out to review your account?
For most people, the answer is "never." You set up your Annuity or Indexed Universal Life (IUL) policy years ago, and you haven't heard from anyone since.
But the financial markets change. Index caps and participation rates adjust yearly for annuities and every six months for IULs. The allocations that were performing best when you opened your account, might be dragging your growth down today.
If you aren't analyzing your index options at least once a year, you have no way of knowing if you are earning as much as you could be. Don't wait until it's too late to capture the growth you deserve.
What You Get For Only $47:
I will personally review your current statement to see exactly how your funds are allocated.
Verification: I will tell you if you are currently in the best possible index allocation.
Optimization: If better options are available within your current product, I will provide a clear report showing exactly where to move your funds for higher return potential.
Privacy First:
Your security is the top priority. After checkout, you will upload a copy of your most recent statement.
I do request that you cover or black out your address, social security number, and account number. I only need to see the product name and the index allocations to do the math. I need the entire statement as I have to enter all of the available allocation options to run the analysis.
Bonus: The Zero-Loss Retirement Review
Along with your index analysis, I will include a complimentary Retirement Readiness projection. We'll compare your projected after-tax income to your expected expenses so you can see how long your money is projected to last with your current strategy, and how to protect your family from financial loss.
Order with the form below.
Find out if your current index allocations are winning or losing compared to the other options in your Annuity or IUL..
Contact Us if you have any questions.
This shows an example of an Allocation Analysis. Everyone's numbers will be different. Order your analysis in the form above.
With all of the different retirement protection options available, it can be time consuming and overwhelming to figure out what to choose.
What I do is help you find the solutions that would
work best for you.
Contact Kirk Kanenbley
Calif. Life & Health License # 0M67527
Direct (909) 706-5737
Company (909) 498-4822