Upload statement
Share a recent PDF or photo. Cover your account and Social Security numbers first.
Private statement storage · advisor-only access · automatic deletion after 30 days
Complimentary Annuity statement checkup
Know what you own.Before you change it.
Your annuity statement holds important details about your money, benefits, and options. AnnuiCompare turns the fine print into a clear One-Page Checkup reviewed by a licensed professional.
✓ No obligation✓ Human reviewed✓ Plain English
AnnuiCompareProvided by Safe Strategies FinancialREVIEWED
YOUR ONE-PAGE CHECKUP
A clearer view of your contract
Current contract value$248,650Sample data for illustration
Surrender period3 years remain
Current charge4.0%
Income base$302,140
Annual rider fee1.15%
i
Worth understandingYour income base is not a cash value. A licensed professional can explain how it supports future withdrawals.
✓ Licensed review
1 One simple page
CLARITY, WITHOUT THE PRESSURE
Educational firstYour contract, explainedYour choice to connect
One simple path
From statement to clarity
No dense illustrations. No product pitch disguised as a report. Just a thoughtful review of the contract you already own.
Licensed review
A professional checks the values, benefits, surrender terms, riders, and fees shown.
One-page checkup
Receive a plain-English summary of the important facts and questions worth asking.
Optional call
If you want help, choose a time to talk. Your checkup never depends on booking a call.
What we look for
Your statement,
translated.
An annuity can show several values that sound alike but mean very different things. Your checkup organizes the facts without assuming a change is right for you.
- ✓Contract valueThe value shown on your latest statement
- ✓Surrender periodWhat it may cost to make a change today
- ✓Income benefitsHow contract value and income base differ
- ✓Fees and ridersCharges and features that may affect your outcome
ONE-PAGE CHECKUP
Your contract at a glance
STATUSREADY TO SHARE
Prepared after licensed review · No recommendation has been made
YOUR STATEMENT SHOWSWHY IT MATTERS
Contract value$248,650
The amount currently accumulated in the contract.
Surrender value$238,704
The amount available today before any applicable tax.
Income base$302,140
A value used to calculate income—not usually available as a lump sum.
!
Illustrative example only. Actual reports require professional review.A decision point to discussYour current surrender charge ends in three years. Changing contracts today may reduce the amount available to reposition.
✓
Privacy by design
Your statement deserves careful handling.
We only need the contract information required for a review. Cover any Social Security number, bank information, or full account number before upload.
01Advisor-only accessYour statement is available only to the approved Safe Strategies Financial advisor.
0230-day retentionYour statement and Client Case are automatically deleted after 30 days.
03Human oversightNo automated extraction or recommendation is active.
Start your Statement Checkup
One statement.
A lot more clarity.
Your statement creates a private Client Case for licensed review. It is retained for 30 days, available only to the approved advisor, and then deleted.
01ReceivedYour Client Case is created
02In Licensed ReviewYour contract details are checked
03Ready to ShareYour One-Page Checkup is prepared
04DeliveredYou choose whether to talk with an advisor