Here are the steps:

  1. Contact Glenn Daily at gdaily@whatsmypolicyworth.com or 212-426-6265.

  2. We will send you a list of the assumptions that you can specify if you wish.

  3. Payment is due when we have the required documents and are ready to prepare the report.

Discounts
If our normal fee would exceed 2% of the surrender value of your annuity, you can request a discount.

Volume discounts are negotiable.

Special requests
If you have a need that is not met by a What Should I Do With My Indexed Annuity? report, tell us what you need and we'll see what we can do. Send an e-mail describing what you want to gdaily@whatsmypolicyworth.com.