annuity scope | Annuity Scope

Empower Your Clients with Informed Annuity Decisions through

Your clients’ retirement planning needs and objectives are of primary importance. How have recent investment market and public health events impacted your clients’ plans and annuities? With Annuity Scope, find out how.

provide your clients with more

Boost your advisory services with providing annuity recommendations.

Annuity Scope is an extension of M&O Marketing, one of the top 10 largest brokerage general agencies in America. If you purchased a fixed annuity policy from an independent, non-captive financial professional, that professional very probably would have had to submit your annuity application through an intermediary such as us.

Older Annuities

Many older annuities have performed well and continue to meet the needs and goals of the annuity owner. Initial annuity purchase objectives often still apply. Nonetheless, the needs and plans of some annuity owners have changed substantially and they might benefit from some change in their plans.

Variable Annuities

If your variable annuity includes benefit riders for lifetime income, enhanced death benefit, long-term care, minimum accumulation, tell us how those features meet your goals today and how valuable those features are now. Are the costs of the annuity and optional benefits still reasonable and appropriate?

Indexed & Fixed Annuities

Has the interest-earning performance of your indexed annuity met your expectations? Have your renewal rate factors been reasonable? Have you ever reviewed or changed your indexed interest strategy allocation? Many indexed annuities and some fixed rate annuities have guaranteed lifetime income benefits. Those should be evaluated.

With annuity scope, now is a good time to give your clients the resources to:

To update their understanding of their annuity or annuities.

To evaluate theirannuity cost and performance.

To evaluate their present annuity needs and income planning goals.

The benefits of a review are important to your clients.

Annuity SCOPE TM begins with a review of a recent statement of their annuity or annuities. The more information they can provide, the more comprehensive our review can be. Please share any specific questions or concerns you have about your annuity. Annuity SCOPE will do its best to review everything relevant.