• Question
  • Peruse all my accounts except life insurance & longterm insurance

    Asked on 6/17/2008

    I wish to look over all my investments with your company. I would like to pull up each one individually. I want to be able to do so at my convenience. I believe all my investments are annuities. Thank you. (I am assuming that my ID number is the one found on all my statements and therefore have used it in the above provided space.
    If I am mistaken and need another number, please advise.)

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  • Categories: Financial Advisors, Retirement Planning

Answers

  • NewRetirement User

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  • Hi -- We at NewRetirement do not offer any kind of accounts nor annuities directly.

    NewRetirement helps retirees to learn about retirement products (like annuities) and we connect retirees with prequalified companies that offer these products.

    It sounds like you might benefit from speaking with a Financial Advisor. You can get matched to an appropriate advisor by completing the form here:
    https://www.newretirement.com/Services/Find_Financial_Advisor.aspx

    Congratulations on actively managing your retirement accounts. This is a wise thing to do.
    Good Luck!


  • Login to rate this answer:   Answered on 6/17/2008
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.