Annuity Contract Allocation Recommendations
Each year in conjunction with the anniversary of your fixed indexed annuity, the annuity companies offer the opportunity to examine the index allocations and modify them if we feel that it may benefit you to do so. As you know, this process is time sensitive. In an effort to streamline the steps required to make changes, we have posted our allocation recommendations for each product in the list below, and will no longer mail a separate letter and additional copy of the form to you. When you receive the form and letter from the annuity company, you can check our website for our recommendations and submit your change request directly to the annuity company using any one of the following options:
- Visit the annuity company website listed on the form (method recommended by most carriers).
- Call the toll free number listed on the correspondence you receive to make the change by phone.
- Fax the signed form to the fax number listed on the form you receive from the
- Mail your signed & completed Reallocation form to the annuity company directly.
Allocation Recommendations by Product for 2017 Quarter 2 (04/01/2017 - 06/30/2017):
Allianz Master Dex 5 (NOT 5 PLUS!)
As always, if you need assistance with the process or have any questions, please call us at (253) 851-0717. Thank you for your continued confidence in Integrated Financial Services.
Purchasers may experience fees and expenses, included withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index or a related index mutual fund. Purchasers will participate in only a stated percentage of an increase in an index, as the annuity imposes a “cap rate.”
Guarantees and early withdrawal may cause a loss of principal due to withdrawal charges. Guaranteed income rider may not be available to all investors and comes with an additional expense. All guarantees are based on the claims paying ability of the issuing company. They don’t apply to the investment performance or safety of the underlying investment options.