Service for Fixed and Variable Annuities
We have found many of our clients are confused about the firm’s responsibility regarding your annuity(s). Below are our annuity policies going forward. Please review them in detail and let us know if you have any questions.
We have not been the Broker-Dealer of record or sold any annuities for many years. There comes the point where a company can no longer continue providing services without being paid for them. The Annuity companies charge an internal fee for providing these types of services.
You will need to directly call the Annuity Company for Fixed & Variable Annuity questions and services going forward (see below for phone numbers), including ALL of the following:
- Policy questions & explanations, including payouts.
- Changes you want to make to your Annuity, including beneficiary designations.
- All RMDs (Required Minimum Distributions) on retirement accounts if you are over 72, including any Qualified Charitable Distributions.
The sole role of Christian Financial Advisors® regarding your Annuities is to provide Investment Advice on your Annuities through an RIA (Registered Investment Advisor) agreement we have with Mutual Securities. Mutual Securities is the Broker-Dealer Rep on your annuities and is the Clearing Agent, but they do not provide any type of service. You will directly work with the Annuity company for your service requests.
Customer service numbers listed below are for most of the Annuities we have been helping clients with over the years. You should be receiving a monthly statement with the phone number on it, but if not and your annuity company is not listed below, feel free to contact us, and we will try to help you find a phone number. If you are speaking with an Annuity company, feel free to ask them to conference in your Wealth Advisor (830) 609-6986, and one of our team members will be happy to help in any way. All the Annuity companies have outstanding customer service teams.
Annuity Customer Service Numbers
Hartford (aka Talcott) 800-862-6668
Jackson National 800-644-4565
John Hancock 800-344-1029
Jefferson National* Purchased by Nationwide, see number above for Nationwide
Pacific Life 800-722-2333