What we provide:
1. Our expert financial representatives will gather all pertinent information to help
you achieve your goals and objectives.
2. We will develop your annuity plan and run company illustrations to support
and explain contract features and benefits. Full disclosure of the plan is
made so you understand your annuity. If you are considering an alternative
annuity plan we will compare the advantages and disadvantages of each
proposal.
3. If you are satisfied with our proposal and it fits your needs we will
implement the annuity plan at your request to take action.
4. The experts at AnnuityGrader will help you monitor and evaluate
your performance for years to come.
3755 Capital of Texas Highway South, Suite 130, Austin, Texas 78704 — 512.448.0647
Securities custodial services offered through Pershing an affiliate of The Bank of New York Mellon Corporation
