Before You Buy, Replace or Surrender an Annuity, Get a Second Opinion

National Life Group^®

NORTH AMERICAN^®A Sammons Financial Company

What Our Annuity Second Opinion Review Covers

A second opinion does not require you to purchase or replace an annuity.

Surrender charges and how long they last

Fees, expenses, and how they affect your growth

Income rider guarantees and how they actually work

Growth caps, participation rates, and crediting methods

How this annuity compares to other options available to you

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Not Sure If Your Current Annuity Still Fits Your Goals? Get A Straightforward, No-Pressure Second Opinion.

ROOTS & WEALTH GROUP

a subsidiary of SJA Financial Services, LLC

CA Lic. 4374774 | NPN 20996862

Phone: 707-WEALTH7 | 707-932-5847

Email: [email protected]

Address: Saint Augustine FL 32092

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are long-term financial vehicles designed for retirement purposes. These products contain limitations, including withdrawal charges, fees, and a market value adjustment, which may affect contract values.

This information is for educational purposes only and should not be construed as investment, tax, or legal advice. Please consult with your financial professional before making any financial decisions.