Annuity Rescue
Exchange Legacy Policies for Better Outcomes
Is Your Annuity Holding You Back?
Make Sure Your Money Works as Hard as You Did for Retirement.
Comparing the Best Annuity Rates for Your Next Chapter
Many people age 55 and older are holding onto annuities they purchased 10, 15, or even 20 years ago, without realizing those old contracts might be costing them valuable retirement income and growth. Not all annuities are created equal, and what worked in the past could now be underperforming or charging higher fees than necessary.
4 Common Signs Your Old Annuity Could Be Limiting Your Retirement
- Lower interest rates than today’s best fixed annuity rates
- High internal fees or surrender charges eating into returns
- Missing features such as guaranteed lifetime income, inflation protection, or liquidity
- Limited flexibility for accessing money or supporting your spouse and heirs
If any of these sound familiar, it’s time to compare annuity rates and features, so your retirement assets deliver the best possible results for your future.
Why Review Your Annuity Contract?
Annuity products and rates have changed dramatically in the past few years. The latest annuities offer:
- Multi-year guaranteed annuity rates as high as 6.45%–6.60% over 5–7 years
- Guaranteed lifetime income to secure your
- Lower surrender charges and more flexible payout options
- Income riders for growth and legacy planning
- Options for tax-free annuity rollovers (1035 exchange)
Reviewing your contract lets you discover if you qualify for a
policy upgrade or annuity rollover into a product with higher yield and stronger guarantees.
What to Expect From a Free Annuity Review
Jameson Financial Solutions will:
- Compare your current annuity to the best fixed and index annuity rates available today
- Analyze fees and potential penalties that could be draining your account
- Calculate your potential for higher retirement income or greater growth with modern annuities
- Help you understand rollover, exchange, or annuity upgrade opportunities
Frequently Asked Questions for Retirees
Our retirement coaches are experts in retirement planning and can answer all your questions, event those regarding your current annuity situation. Here are some of the most common questions:
- Who are the top-rated annuity companies this year?
- How do I unlock better annuity rates for my age and needs?
- Am I eligible for a tax-free annuity rollover to maximize my returns?
- What options exist for guaranteed lifetime income and legacy planning?
Don’t Let an Outdated Annuity Slow You Down
Retirement is a new chapter, so make sure your annuity keeps up with your plans. Our no-obligation annuity review gives you a clear side-by-side comparison, so you can choose the best annuity rates and features for a stronger, more secure retirement.
Why Jameson Financial Solutions?
Jameson Financial Solutions is a family-owned, independent advisory firm dedicated to helping people over age 55 confidently navigate annuities and retirement planning. We work to find the best annuity rates and build personalized income solutions. We never cookie-cutter products, so your hard-earned savings support the lifestyle you want.
Take Your Next Step
Don’t settle for less than you deserve. Schedule your free annuity review today and learn how your current contract stacks up against today’s top options. Whether you’re preparing for retirement or already retired, our licensed retirement coaches will help you compare annuity rates, maximize lifetime income, and protect what matters most—your future.
Annuity Rescue Request Form
Take a few minutes to complete the form below to find out how our experts can help you get the best annuity rates.
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