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How to Read an Annuity Allocation Statement

By July 20, 2021 July 29th, 2021 No Comments

If you’re a current owner of a fixed indexed annuity, you know that once per year you have the opportunity to change what’s called your “allocations”.

This opportunity allows you to change how interest is credit on your annuity.

At Tony Walker Financial, we monitor all of our clients annual statements and recommend changes based on our expertise in annuities.

Click the play button below to learn how these allocations work and how we help our clients understand them!

 

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