Exchange an Annuity to Fidelity

We've made it easy for you to manage more of your clients' assets.

Many affluent investors own an annuity. Consolidate those assets under your management and give your clients the power to save money with Fidelity's Annuity Exchange Service.

See how much your clients can save
Annuity Cost Comparison Quick Check tool

Exchanging annuities - made easy.
Our Annuity Exchange handles all the work and takes the effort out of a 1035 tax-free exchange. Just contact us at 1-800-910-7899 and one of our insurance licensed Advisor Relationship Managers will do the rest. Before exchanging, customers should check with their current provider to see if it will assess a surrender charge and also consider the existing benefits and features that may be lost in an exchange.

Annuity Cost Comparison Report - complimentary and customized for your client.
With a free Annuity Cost Comparison Sample Report, we can compare a client's current annuity with Fidelity's low-cost tax-deferred variable annuity. To receive an Annuity Cost Comparison Sample Report, call 1-800-910-7899 and speak with one of our insurance licensed Advisor Relationship Managers.

	Clients get: Your investment management expertise Potential to save money with low fees Convenience of all their accounts consolidated into one statement Note: Fidelity's deferred variable annuity does not have a guaranteed minimum death benefit. You get: Fidelity Advisor Relationship Managers who handle all the work The chance to consolidate more assets under your management An effective way to manage your clients' total portfolio Ability to receive your advisor fee for managing your clients' annuity assets