There are several reasons why your annuity might be underperforming. It could be due to low crediting rates, high fees, or outdated allocation strategies that aren't keeping up with current market conditions. Some older annuities have caps or participation rates that limit your growth potential. That’s where the Reviewalyzer tool comes in. It’s designed to analyze your current annuity and identify exactly what’s holding back its performance. With this insight, you can make informed decisions about reallocating funds or even doing a Tax-Free exchange to a better-performing annuity.

One effective way to boost growth without increasing risk is by reallocating your funds to better crediting strategies or considering an annuity with higher participation rates and lower fees. However, identifying the right strategy can be complicated. The Reviewalyzer tool simplifies this process by providing a detailed analysis of your current annuity’s performance and suggesting potential upgrades based on your risk tolerance and goals. This way, you can make adjustments that enhance growth without exposing your savings to unnecessary risk.

Yes, it is possible, but it depends on your current annuity’s terms, like surrender periods and fees. Many annuity holders don’t realize that they can potentially do a Tax-Free rollover of their funds to a better-performing annuity with little to no penalty if done strategically. The Reviewalyzer tool can help by evaluating your current contract and showing you if this makes sense. It compares your annuity to higher-performing options that could offer better growth potential, lower fees, and enhanced features—without exposing your savings to market risks.

You've come to the right place! There are thousands of annuities and hundreds of different interest crediting methods. No matter what your goal, be it lifetime income, accumulation, or a combination of both, our advanced technology will match your goals with the annuity best suited to meet them. We use reliable data while the majority of agents and advisors use gueswork.