Don’t SURRENDER to client confusion

Helping clients understand fees and costs associated with the purchase of a fixed annuity is important — but not always easy. In fact, terms like “surrender charge” are known to confuse consumers and detract from the buying experience.

Despite this challenge, annuity professionals recognize the need for surrender charges and similar loss prevention tactics imposed by insurers to keep companies solvent and viable.

Access a copy of our newest consumer-friendly resource that uses plain language to break down what surrender charges are, how they work and why they’re the fairest loss prevention measure insurers can implement to keep their businesses — and their clients — protected for the future.

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