ANNUITY REVIEW

DO YOU HAVE
CONCERNS ON
YOUR ANNUITY?

Get a review on your existing annuity with our complimentary analysis to find out if it’s the right one and if additional benefits can be obtained.

COMPLIMENTARY
OFFER

NO
OBLIGATION

100%
SECURE

Reasons

Reasons

There Are Many Reasons to Get
aN ANNUITY REVIEW OR NEW Report Every 2-5 Years

Underperformance issues

New enhancements in annuity products

Stock market fluctuations and legislation changes

Interest rate changes

Approaching retirement or alternative to bonds

Risk tolerance changes

steps

steps

Here's How to Get
Started on YOUR ANNUITY ANALYSIS

1Step

REQUEST YOUR AUDIT

Fill in your information and complete the form to express your interest

2Step

SIGN AUTHORIZATION

Give us permission to access your records with just one signature

3Step

REVIEW YOUR REPORT

Receive a status report on the health of your policy alongside alternatives

Annuity REVIEW

Can an ANNUITY REVIEW Help Save Me Money
or Get More Benefits at No Extra Cost?

Many years ago, a financial advisor may have sold you or recommended to invest in an annuity. However, you may have been reluctant or didn't know how that decision was impacted by that advisor's conflicts of interest.

Click Here to Continue Reading...

“This Will Be There When I Need It Most…”

Sound familiar?
And so you moved on with life…
Maybe you got married…
Changed your job…
Or relocated to a new area…
Whatever YOUR SITUATION may be…
You always believed that your life insurance policy was going to be there to financially protect you and your family.

And That Was It! You ‘Check’ That Life Insurance Box Off Your List and You’re Set for Life.
But unfortunately, that’s just not the case…

audit

ANNUITY REVIEW

What's Included in the REVIEW?

The annuity analysis provides information about whether the promises made were kept, how its performed throughout the years, and if there are alternatives that better fit your needs. You may discover ways to save money or receive additional benefits at no extra cost. Here’s what you get:

Status report on the overall health

Summary of policy data and performance

Rating of insurance carrier's financial strength

List of fees being paid as well as unnecessary ones

start

start today

Schedule A Time to Review Your Results!

To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.

REVIEW OR REPORT

Who Provides the REVIEW
OR REPORT?

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.

faq

faq

Frequently Asked Questions

It's free, meaning there's nothing to pay for the analysis or report. This is a complimentary service we provide to potential clients and professionals. 

Typically, some basic information depending on the analysis or report requested. Once you submit your information, you'll be contacted.

Usually, those that contact us are working with or have worked with either a financial advisor or insurance agent. However, that doesn't change the analysis or report offering.

By requesting an existing policy review or new quote, nothing changes unless you decide to implement any potential recommendations. 

You'll receive an analysis or report with no strings attached. You can choose to implement any potential recommendations or keep everything exactly the same. If you'd like for us to become your financial advisor, we'll discuss that process.

Once all requested information has been received, an analysis or report can be generated within 24-48 hours.

Investment-Advisory

Investment Advisory Agreement

Guide

FREE GUIDE!

7 MUST-KNOW RULES OF CHOOSING A FINANCIAL ADVISOR

When you choose to work with a financial advisor, you should be certain they are looking out for your best interests. Not all do.

Unfortunately, some advisors are only out to sell you products or services so they can earn big commissions, and others aren’t even properly licensed to give financial advice (though it doesn’t seem to stop them). How can you tell the difference?

ANNUITY REVIEW

Receive a Free Check-Up on Your ANNUITY Policy
request free
audit or report