Annuity Consulting Services

To avoid compensation-related conflicts of interest, Mary does not sell annuity contracts.  All Annuity Consulting Services are provided on a no commission, fee only compensation basis. 

  • Periodic Annuity Contract Reviews
  • 2nd Opinions for Annuity Contract Purchases, Contract Modifications, Replacements, and Cancellations Recommended by Other Insurance Agents and Brokers.
  • Expert Witness Services for Annuity Matters in Litigation and Arbitration Proceedings.  

No Commission, Fee Only Compensation

Mary's Annuity Clients typically have annuity or related financial concerns that are technical or complex in nature.  Mary welcomes your call or email to discuss your concerns.  Thanks for stopping by!