Life changes.
Has your annuity kept up?

If your annuity is more than five years old, it may not be keeping up with today’s rising costs and your changing needs.
An annuity appraisal can determine if your annuity is aligned with your goals. Ready to get started?

Now’s the time to find out if your annuity is working toward your goals .

There are a variety of factors that can impact the value of your annuity, such as market conditions, product type, and your income needs.

Without the insight of an annuity appraisal, you may be paying for an annuity that isn’t aligned to your needs.

Request your FREE annuity appraisal

Provide your name and email address and we’ll connect you with an annuity specialist who will help you take your first step toward an annuity appraisal.

Not sure if you need an appraisal?
Ask yourself a few questions.

Is your annuity more than 5 years old?

If so, you may be missing out on enhanced benefits and more flexible options.

Do you have new or different beneficiaries?

An appraisal will help you determine if you need to update your beneficiaries.

Are you prepared for long-term care expenses?

Long-term care can quickly deplete a portfolio. Let’s make sure that doesn’t happen to you.

Do you have new goals?

An appraisal can help determine if your annuity is still aligned with your present and future goals.

Here’s how it works.

1. Gather Info

We’ll connect you with an annuity expert who will gather some information on your current annuity.

2. Analysis

An unbiased, independent party will review your policy and conduct a comprehensive analysis of the current market conditions.

3. Guidance

Based on the findings, a clear and concise appraisal report will be provided that offers guidance and recommendations.

And here’s what you get.

Peace of mind

By optimizing your annuity planning, you can rest assured knowing your future is safe.


You’ll gain insight into the current value and effectiveness of your annuity policies.


You’ll gain insight into the current value and effectiveness of your annuity policies.

Request your FREE annuity appraisal

Our team is ready to connect with you. Reach out today for a personalized appraisal – your first step toward financial clarity and peace of mind.

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The Pinnacle Group is a creative strategy and marketing firm that dedicates itself to providing thousands of financial professionals and their clients across the nation with financial planning solutions.

Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through The Leaders Group, Inc. (Member FINRA / SIPC) • 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.
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