Common Questions About Annuities

How do I update my personal information?

You can update your contact information in two ways:

  • Give us a call at 800.247.6888. We’re always happy to talk to our customers!
  • Send us a message. Please include your name and policy number with your new contact details.

Once we make the update, you’ll receive a confirmation letter from us.

 

How do I make a withdrawal?

Please contact us. We can explain the withdrawal options for your annuity.

  • Give us a call at 800.247.6888. We’re always happy to talk to our customers!
  • Send us a message.

 

How do I buy an annuity and what is the minimum investment?

The minimum investment needed to purchase an annuity is $15,000. But people often invest much larger sums. Please talk with your financial advisor about which investments best fit your situation.

Don’t have an advisor? Just fill out this form and we’ll connect you with a professional.