An X-Ray of the annuity you already own.

Text us a photo of your statement and we read it the way an advisor reads their own book — costs, guarantees, and surrender terms in plain English. Analysis first. Recommendations second. No pressure either way.

Start the conversation→Free · No obligation

1 day: Turnaround
Private: Statement storage
30 days: Then deleted

9:41AnnuityMax●●●

Hi! Ready to start your free X-Ray?

Yes — where do I begin?

Great. What was this annuity originally for?

GrowthIncomeSafety

Growth

How it works

Three steps, and none of them involve a sales call.

A short conversation

Six quick questions about what the annuity was for and what you want from it now. No forms, no phone tag.

One statement photo

Snap your most recent statement in the chat. It goes straight into private storage — never email, never a shared drive.

Your X-Ray, by email

A human reads it and sends back a plain-English breakdown within one business day. Yours to keep either way.

Inside the report

What your X-Ray actually shows you.

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Costs

What you are actually paying

Rider charges, M&E, admin, and fund expenses — added up in one number instead of scattered across the contract.

Guarantees

What is truly guaranteed

Which benefit base is real, what triggers it, and what you would give up by touching the contract early.

Liquidity

When you can walk away

Your surrender schedule, the free-withdrawal window, and the year the penalty finally reaches zero.

Why it stays honest

“Analysis first. Recommendations second.”

The X-Ray is a read of the contract you already hold — not a pitch for a different one. You get the same numbers we would want to see before advising anyone: the real cost of the contract, the guarantees worth keeping, and the years still locked up.

Licensed & registeredNo product pushedStatement deleted in 30 days

Still unsure? Send one statement and see.

A complete plain-English X-Ray. One business day. No commitment.

Start my free X-Ray