Re: Monumental

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Posted by Craig Casey on March 23, 2001 at 17:32:35:

In Reply to: Monumental posted by Lorrie on March 22, 2001 at 16:10:08:

Lorrie:

There are some things you should consider.

Have you determed how much $ you would lose if they withdrew the old annuity?
Is the old annuity free and clear of charges now?

Also what are the upfront fees on the new annuity?

It the withdrawl the standard 10% per year, that all annuities have,
or is there a special clause in the contract?
You will never really know until you get the contract. In the meantime I would get this claim in writing from the agent.

Craig Casey

: Recently a financial advisor from Senior Cares visited my in-laws in Port
: Richey, FL. He advised them that, should they become bed-ridden, their
: annuity (a joint survivor, fixed - I think) would be at risk. He advised
: them to switch to Monumental, but they are not sure what. Can you fill in
: the blanks and tell me a little bit more about this?

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Subject: Re: Re: Monumental

Comments:
: Lorrie: : There are some things you should consider. : Have you determed how much $ you would lose if they withdrew the old annuity? : Is the old annuity free and clear of charges now? : Also what are the upfront fees on the new annuity? : It the withdrawl the standard 10% per year, that all annuities have, : or is there a special clause in the contract? : You will never really know until you get the contract. In the meantime I would get this claim in writing from the agent. : Craig Casey : : Recently a financial advisor from Senior Cares visited my in-laws in Port : : Richey, FL. He advised them that, should they become bed-ridden, their : : annuity (a joint survivor, fixed - I think) would be at risk. He advised : : them to switch to Monumental, but they are not sure what. Can you fill in : : the blanks and tell me a little bit more about this?

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