Rollover Process
How Retirement Account Rollovers Work
Moving funds from a 401(k), IRA, or pension into a protected annuity strategy is straightforward when guided by a licensed specialist.
Review Your Retirement Account
Gather your latest statements and identify each account type and balance. Understanding your starting point is essential to the process.
Speak With A Licensed Agent
A licensed retirement specialist reviews your accounts, explains your rollover options, and outlines any tax implications — at no cost.
Direct Transfer or Rollover
Funds move directly to your new annuity contract — trustee-to-trustee — without taxes withheld when processed correctly.
Your Annuity Is Issued
Your annuity contract is established with the protections you choose — principal protection, guaranteed income, or a growth strategy.