Historically, annuity companies do really well when interest rates are high. At the moment, interest rates are almost at the same level as in 2008. Annuities that are being offered today are much better than those offered 10 or 15 years ago, and for this reason many of our clients have benefited from an annuity upgrade recently. Does an upgrade make sense for your annuity?

We start today's podcast with a primer on annuities (hint: we're referring to fixed indexed annuities here) and we continue with the main reasons why upgrading an annuity might make sense.

Listen in.

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LET’S CONNECT

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https://www.providencefinancialpodcast.com

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Is an Annuity Upgrade Right for You?