How much do you actually know about your annuity?

Recent reports have shown that as much as 73% of annuity owners do not fully understand what they own, including the fees and realistic return expectations!

Is an annuity a good fit for your portfolio?

Like any investment, annuities are not a good fit for everyone's unique goals.  Unfortunately, many salespeople often overemphasize  the positive qualities and fail to mention the less attractive parts of any annuity, such as the fees, realistic return expectations and risk.

Stress Test


Get a clear picture

Get an impartial and honest stress test to find out if your annuity is right for you.  You'll either have the comfort of discovering that it fits your needs, or you will have the information and options to make a more appropriate decision. 

Investment Advisory Services offered through J. Hagan Warren Capital Partners Limited (JHWCPL), a Registered Investment Advisor.  Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult your financial professional before making any investment decision.