Annuity Management

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For many, the management of the investments inside an annuity has gone unattended since its inception. Naples Money Management has an active department with years of experience dedicated to annuity management.

We will review your existing policy to:

  •     Ensure the terms of the policy are still appropriate to the client’s situation
  •     Ensure that the investments inside of the annuity are properly allocated
  •     Determine if the investment selection will make it possible to meet the investment objective
  •     Initiate changes to the investment selections available within the policy
  •     Monitor the investments and make change recommendations into the future
  •     Recommend a contract change if a new contract will better meet the goals through performance, protection, income and contract provisions

 

If you are an existing client and would like to access your annuity, click one of the links below to be directed to each annuity website:

     

   

Please note: if you haven’t already done so, you will need to set up a username and password through the above websites in order to gain web access to your annuity information.