Old Policy? Old Annuity?
Let's Make Sure It Still Makes Sense.
You bought it years ago. You were in a different stage of life. Now you're wondering:
Do I still need this?
Is this annuity even good?
Am I overpaying?
Is there something better?
What happens if I just leave it alone?
Is this policy even good?
If you're unsure, it may be time for an old annuity or life insurance policy review.
At J Benjamin, we have helped people like you review old life insurance policies and annuities, helping you decide what actually makes sense today.
Why Reviewing Old Policies Matters
A lot can change over the years. Life generally will not be the same as it was back when you got that old policy.
Kids Grow Up
Mortgages Paid Off
Closer to Retirement
Tax Laws Change
What We Help You Determine
Is it still aligned with your goals?
What are the fees and costs?
What guarantees actually exist?
What are better alternatives?
What are the tax consequences?
Common Situations We See
Annuities purchased 10-15 years ago with high fees
Life insurance policies underperforming
Unnecessary variable annuities
Old policies sitting in a drawer
What This Is Not
We are not here to automatically replace your policy.
We are not here to criticize the advisor who sold it to you.
We are not here to pressure you into something new.
We are not here to make your life more complicated.
What You'll Get From Us
The Collaborative Retirement Blueprint
1. Vision & Values
2. Financial Clarity Assessment
3. Retirement Readiness Modeling
4. The Implementation Blueprint
5. The Ongoing Confidence Loop
Why J Benjamin Financial?
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Our goal is to keep you organized through all aspects of your financial life.Â
Jan Kuha, AWMA®, AIF®
Contact Us today
FIND OUT MORE ABOUT YOUR POLICIES
NO OBLIGATION
FOCUSED ON YOUR GOALS & QUESTIONS