Service for Fixed and Variable Annuities
Service for Fixed and Variable Annuities
Effective 02/01/2022
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
Allianz 800-950-5872
Brighthouse 800-882-1292
Hartford (aka Talcott) 800-862-6668
Jackson National 800-644-4565
John Hancock 800-344-1029
Lincoln 877-275-5462
Nationwide 800-848-6331
Jefferson National* Purchased by Nationwide, see number above for Nationwide
Pacific Life 800-722-2333
Prudential 888-778-2888
Transamerica 800-797-2643
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.