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.
โThis Will Be There When I Need It Mostโฆโ
Sound familiar?
And so you moved on with lifeโฆ
Maybe you got marriedโฆ
Changed your jobโฆ
Or relocated to a new areaโฆ
Whatever YOUR SITUATION may beโฆ
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 โCheckโ That Life Insurance Box Off Your List and Youโre Set for Life.
But unfortunately, thatโs just not the caseโฆ
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.
(407) 801-2244
carlos@diaswealth.com
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, heโs 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
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 arenโt even properly licensed to give financial advice (though it doesnโt seem to stop them). How can you tell the difference?
