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Broker Tools- Annuity Review Worksheet

By OneAmerica - August 22, 2019

An annual annuity review makes smart business sense for you and your clients! The reasons your clients originally purchased an annuity may have changed over time, so it’s important to make sure the type of annuity held matches the intended use.


Use this form-fillable worksheet to help identify clients who might need your help to conduct an annual annuity review:

Annuity Review Worksheet