Is your old annuity underperforming? You might be leaving serious money on the table.

In this episode, Bryan Anderson is joined by annuity specialist Nate Lee to walk through a real client case study involving a $500,000 qualified annuity purchased in 2021 — and why the owner was seriously considering making a change.

With a 10-year age gap between husband (70) and wife (60), the stakes were high. The annuity was delivering poor performance and an underwhelming income payout of just $31,000–$32,000 per year on a single life basis. Was it worth surrendering? Could they do better?

Brian and Nate break down exactly how they evaluated the situation — from suitability and surrender charges to updated payout rates and what the market looks like today compared to 2021.

In this episode you'll learn:

Whether you're sitting on an old annuity or just starting your research, this episode gives you the real framework to evaluate your options with confidence.