fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Welcome, Guest!
All Guides
My Favorites
Timely Resources
Recently Added
Recently Updated
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Topic Bundles
Check out the topic bundles including the Client Service Calendar and client engagement support materials
Email Template
Designed to help advisors introduce our guides to a client.
Feedback & Suggestions
Let us know what you want to see from us next!
Support
Need help with something? Checkout our our FAQs.
My Account
Edit your settings and view your plan details.
Back

What Issues Should I Consider When Reviewing My Existing Annuity?

Category:
Insurance Planning, Assets and Investment Planning
Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Become a Member
View Sample
Interactive Checklist Created with Sketch.

Updated 12/1/2023

With so many different annuity products out there, it’s no surprise that clients and advisors have a tough time understanding them.

With this checklist, you will be better prepared to help your clients understand their annuity and determine if it is still appropriate for their financial situation.

This checklist covers the key issues to consider when reviewing a client’s existing annuity, such as:

  • Understanding their annuity contract, riders, fees, and other important information.
  • Exploring the different options for, and well as the pros and cons of, replacing or surrendering their annuity.
  • Reviewing their annuity’s income benefits and the potential tax implications of their product.
  • Seeing how their annuity fits in with any health and/or estate issues that may be present.
Related Guides
Does An Annuity Fit Within My Financial Plan?
Category: Insurance Planning, Assets and Investment Planning
Common Annuity Products
Category: Insurance Planning, Assets and Investment Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.