Evaluating Annuities

While we do not sell annuities, Dash Investments is frequently asked to evaluate the annuities that our clients hold to determine if the asset is suitable. While annuities can be a viable investment for some, very often we see that the annuity doesn’t match the client’s overall financial goal. For this reason we created an evaluation program that helps us assess all the features of your annuity that be may overlooked or misunderstood, such as income, fees, death benefits, etc.

Our process begins with an analysis of your overall goals. Once we get a sense of what you are trying to achieve, we provide an unbiased assessment of how the annuity may or may not fit into the plan. We then make a recommendation to hold or liquidate the position based upon our objective research process.