Fisher Investments Annuity Services

Do you currently own an annuity, or are you considering one?

Many investors are attracted to annuities because they appear to be “guaranteed” or “risk free” on the surface. In reality, annuities are complex investment vehicles that don’t always provide the simple safety net they often promise. Many have high costs, complex restrictions, and other risks that could offset the potential benefits. While annuities may not seem risky at first glance, they may not be the best way to limit the risk of losing your money.

Fisher Investments offers annuity owners, and those considering annuities, a service to better understand this complex investment. Fisher Investments does not sell annuities.  Rather, our Annuity Evaluation program is designed to help you understand the details surrounding your annuity and determine if it’s an appropriate investment given your financial goals. If appropriate, we can help you transition to a more sustainable investing strategy.

How does it work?

  1. We’ll arrange a call between you, a trained Fisher Investments Annuity Counselor and your annuity provider to collect information about your annuity’s benefits, fees, penalties and tax consequences.
  2. After the information gathering call has been completed, Fisher Investments will send you a letter that summarizes information gathered from the annuity provider to help you understand the implications of surrendering the annuity as well as details of the payment terms Fisher Investments may offer to cover the surrender fee, if applicable.
  3. If you decide to liquidate your annuity and hire Fisher Investments, a trained Client Services Representative will manage the complex annuity liquidation process, and help transition you to a more suitable investment strategy.

There is no cost or obligation for the evaluation, but the service is available to qualified investors only.

Learn more by downloading our FREE guide, Annuity Insights. Or contact us to find out how we can help you.