Prefer to talk now? Call (407) 974-7100
For current annuity owners
Get a Free, No-Pressure Review of the Annuity You Already Own
Most owners have not looked at their annuity since the day they signed, and rates and options have changed. In one short call, Roger Fishel, an independent annuity specialist, walks through what you own, where you stand in your surrender schedule, and whether it still fits your retirement plan.
- What you actually own, explained in plain English
- Where you stand in your surrender schedule
- Whether it still fits, with honest, straight answers
Prefer to talk now? Call (407) 974-7100
Your information is private and never sold.
- Independent, not tied to one company
- Your info is private
- 20+ years of experience
- Orlando and nationwide by video
Why a second opinion
When did you last look at the annuity you own?
For most owners, not since the day they signed.
An annuity is a long-term contract, and interest rates, product features and your own retirement plans have all moved since then. A no-cost review simply puts a fresh, independent set of eyes on what you already have.
One short call. No obligation. Just a clear answer to a simple question: is this still the right fit for you?
No cost. No commitment.
What your review covers
We Explain Three Things in Plain English
What you actually own
Your annuity's type, how it is performing, what you pay in fees and rider charges, and the fine print most owners never had explained.
Where you stand
Your surrender schedule and what changes as it winds down, so timing decisions are yours, not a surprise.
Whether it still fits
An honest read on how your contract compares with today's options and your retirement plan, with no pressure to change anything.
No cost. No obligation. No pressure to change a thing.
Who this is for
This review is for you if you already own an annuity and you:
- Bought it several years ago and have not looked since
- Feel locked in and want to understand your options
- Are not sure it is still performing the way you expected
- Are not sure what you pay in fees or rider charges
- Have a surrender period that is ending soon
- Just want a straight, independent second opinion
About Roger Fishel Financial
A Local, Independent Annuity Specialist on Your Side
For more than 20 years, Roger Fishel has helped retirees and pre-retirees in Orlando, Central Florida and nationwide by video make sense of their retirement income. We are not captive to one insurance company, so our job on this call is to help you understand the annuity you have and whether it still fits your plan. The decision is always yours.
Free annuity review
See where your annuity stands, free.
Answer a few quick questions and Roger will reach out. Or book a time right away, by phone, video or in person in Orlando.
Start My Free ReviewNo cost. No obligation. Or call (407) 974-7100