How often should I review my annuity portfolio?
Author: Ammon Yorke
Website: http://www.AnnuityYes.com
Added: Sat, Jun 24, 2006 8:47:41
Category: Annuity Questions
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As much as possible, you should check your annuity portfolio regularly at least once or twice a year. Most of the records of the investors purchasing annuity plans, including their heirs, are now compiled in computer systems, so it is a must for that investor to be sure their remittances are properly recorded in the system.
Due to some technical problems arising in the use of bigger computer systems for storage of their client’s records, such as off-line problems and failure of processing systems, payments made are sometimes not properly encoded in the system, thus resulting in the delay of the release of checks to the plan owner.
Another reason why you should check your annuity portfolio is to see financial changes in your annuity especially when there is a change in your business strategies, or a newborn child that you want to be the recipient of your investment.
See also: Annuities | Investment Portfolio About the Author:
Ammon Yorke answers frequently asked annuity questions at PrettyGreatAnswers.com.
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