How to Rollover a Poor Performing Fixed or Variable Annuity:

Aug. 28, 2010 - PRLog -- Ways to Rollover a Poor Performing Annuity
And Come Out a Winner !

Written by The SE Agency
Office: 215-622-0052
Retirement & Investment Plan Advisors
website: http://rolloversandannuities.com

Proudly Serving Clients in:
Philadelphia, Montgomery, Bucks, Delaware
and Chester Counties, PA.  Allentown & Bethlehem, PA
Central & Southern NJ

Many people today have invested in Annuities, that have been consistently performing poorly.  Additionally, they may be incurring brokerage and/or plan administrative fees, to further aggrevate the situation.  YES: You can correct this, and come out on top.

Here Are Positive Ways to Rollover an Underperforming Annuity

I.  Converting a Fixed or Variable Annuity
A. Are you still in the Surrender Charge Period.
Meaning: Will you incur charges for rolling over your plan ?
( In a 1035 Exchange )

If the answer is “ NO”, then you are free to move forward, and work with a professional to do a New Fixed Annuity Projection:

1. Try to work with an Independent Broker, like The SE Agency, who does not charge brokerage or plan fees for their services.
2. Have a proposal presented, showing Competitive and Guaranteed Fixed Rates, Immediate Cash Bonuses on Principal and Deposits, Tax Deferred Savings, 4X = QUADRUPLE Compounding and more.

There are excellent Fixed Annuity Plans available, where you can earn
an Immediate 10% Cash Bonus, PLUS a Guaranteed Fixed Interest Rate, to yield over 12.5% Annual Return !

B. If you are still in the Surrender Charge Period of your current Annuity Contract, then all applicable charges need to be obtained and calculated.  You should do this, and also have a professional do this,
to verify your figures.  

NOTE: If you have the ability to rollover a bad performing Annuity, and offset it with a Better Plan that also offers a 12.5% first year guaranteed return, you should !  
Please make sure to work with a
knowledgable professional, and get all the facts.

For More Information &
A Complimentary Analysis

Contact Us
The SE Agency

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The SE Agency: 215-622-0052

Specializing in Better, Safer, Smarter Retirement and Investment Plans.
IRA, 401k, 403b Rollover and Distribution Advisors.
Proudly serving clients in Southeastern PA, Southern & Central NJ.
PLUS
GUARANTEED Interest & Income, Immediate Cash Bonuses.