Annuity Analysis Request

Request your complimentary annuity analysis

We offer a complimentary annuity analysis that can analyze a client’s existing or potential annuity contract, regardless of whether or not it’s a Nationwide annuity. Your complimentary annuity analysis includes:

• Contract analysis including M&E risk fees, weighted-average portfolio expenses, Cost Basis analysis, and more
• Fee comparison which compares your clients’ current or potential annuity against other annuities to help you understand how fees can impact its investment performance over a 20-year period
• Consultation with one of our annuity specialists to better understand the policy and evaluate client needs

Fill out the form to request your complimentary annuity analysis.