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Annuities

You do not want to discover the limitations imposed on you by the issuing carrier at the time you need it most.  Our annuity cost analysis  will detail for you, in a customized report; all costs associated with your contract, all available independent ratings, issuer history, and provide specific recommendations on how to advise you on the best possible way to unlock the most value in your contract. 

 

Income distribution strategies are among the most valuable things to know in a “post accumulation” phase of life.  In addition to these deliverables, you receive an additional one hour private consultation to answer your questions and discuss your annuity contract and our report(s) in detail.

We currently are appointed to represent some of the most widely known annuity carriers, and have been licensed to represent them in some cases for almost 20 years.

For more information, fax a current statement (within 90 days) to our digitally secured fax number: 

(727) 614-8755 with your telephone number and email address or upload your pdf statement copy here

We will provide our initial response promptly and at no cost or risk to you.

Annuities are long-term investments. Guarantees are subject to the claims paying ability of the issuing insurance company. Annuities contain mortality, expense charges, account fees, management and administrative fees, and charges for features and riders. Additional fees apply for living-benefit options. Investment restrictions may also apply for all living benefit options. Violating the terms and conditions of the annuity contract may void guarantees.

Withdrawal of earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal tax penalty. Withdrawals can lower the cash value and decrease death benefits. Surrenders before the end of the annuity’s term can result in a loss of principal.

 

The sub-accounts in a variable annuity fluctuate with market conditions and when surrendered the principal may be worth more or less than the original amount invested.  NOTE:  NEXT does not provide legal or tax advice.

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.

To view NEXT Financial Group, Inc.'s privacy policy and other important information, visit the "Customers" section of www.NEXTfinancial.com.

Brian L. Wettlaufer Inc Investment Management, 5930 Main Street, Williamsville, NY 14221.  Securities and investment advisory services offered through NEXT Financial Group Inc.  Member: FINRA/SIPC Brian L. Wettlaufer Inc. Investment Management is not an affiliate of NEXT Financial Group Inc.  NEXT does not provide tax or legal advice.

Securities  and Insurance licensed in CA, NY, DE, GA, FL and MI*. 
*MI registered for Securities only.

Check the background of this firm and investment professional on FINRA's BrokerCheck.

© 2016-2017 Brian Wettlaufer, Inc.

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