ANNUITY SERVICE CENTER

Staying up to date on your valuable Annuity contract is very important – including changes to crediting rates, surrender values, beneficiaries, bonus opportunities, and annuitization options.

The advisors at IMS Associates would be happy to assist you with an Annuity review or assist in making any changes necessary.

ANNUITY CONSIDERATIONS:

Check for possible Rate Improvements

Explore Income Options

Update Contact Info & Beneficiaries

Perform Contract Review and Suitability

HERE TO ASSIST

IMS Associates was founded in 1984 and has many years of experience assisting clients with their Annuity and Retirement Income needs. We have access to over 40 Annuity Carriers and one of our licensed advisors can work with you directly to ensure you are the best possible contract.

Feel free to reach out to us for any of your Annuity or Retirement Income needs – from policy reviews, updating contact info, or exploring new options IMS is here to assist.