Annual annuity reviews: leverage them to keep clients engaged
February 25, 2026 by Anna Baluch
No matter a client’s age or stage of life, annual annuity reviews are essential.
During these yearly planning meetings, you sit down with the client to evaluate how their annuity is performing and confirm it still aligns with their financial goals, income needs, and market conditions.
“You’ll carefully review contract performance, interest or crediting rates, fees, income riders, beneficiary designations, and any changes to the client’s lifestyle or finances,” said Jason Bernat, president and CEO of American Financial Services.
Originally Posted at InsuranceNewsNet on Feb 25, 2026 by Anna Baluch.
Categories: Industry Articles
