Accessing information about your annuity's value and performance is crucial for managing your investment and ensuring it aligns with your financial goals. Here are several ways to obtain this information:

1. Annual Statements

• What to Look For: Insurance companies typically send annual statements that detail your annuity's value, performance, fees, and any transactions over the past year.

• Action: Review these statements carefully. Contact your financial advisor or the insurance company if you have any questions or need clarification.

2. Online Account Access

• What to Look For: Many insurance companies offer online portals where you can log in to view your annuity's current value, performance history, and other important details.

• Action: Ensure you have registered for online access. Regularly log in to monitor your annuity and stay informed about any changes or updates.

3. Contact Your Financial Advisor

• What to Look For: Your financial advisor can provide detailed reports and insights about your annuity's performance and how it fits into your overall financial plan.

• Action: Schedule regular meetings with your advisor to discuss your annuity and any other investments.

4. Insurance Company Customer Service

• What to Look For: Customer service representatives can provide information about your annuity's value, answer questions, and help with account management.

• Action: Keep the contact information for your insurance company handy. Call them for assistance with any immediate concerns or specific inquiries.

5. Prospectus and Quarterly Reports

• What to Look For: For variable annuities, insurance companies may provide a prospectus and quarterly reports that offer detailed information about the investments within your annuity.

• Action: Read these documents to understand the underlying investments, performance, and any changes in the investment options.

6. Performance Reviews and Alerts

• What to Look For: Some insurance companies and financial advisors offer performance reviews and alerts, such as emails or notifications about your annuity's performance.

• Action: Sign up for these alerts if available. They can help you stay updated on your annuity's performance without having to log in frequently.

7. Mobile Apps

• What to Look For: Many insurance companies now have mobile apps that allow you to access your annuity information on the go.

• Action: Download the relevant app and set up your account for convenient access to your annuity details.

8. Financial Planning Software

• What to Look For: If you use financial planning software or tools, these may integrate with your annuity account to provide a comprehensive view of your financial situation.

• Action: Connect your annuity account to the software for consolidated tracking and analysis.

9. Check for Policy Updates

• What to Look For: Periodic updates from the insurance company regarding changes in terms, conditions, or performance metrics of your annuity.

• Action: Review any correspondence from the insurance company and consult your advisor about any significant updates.

10. Request a Performance Summary

• What to Look For: You can directly request a performance summary from your insurance company, detailing your annuity's value and returns.

• Action: Contact your insurance company or advisor to request this summary if you need a detailed report.

By utilizing these methods, you can stay informed about your annuity's value and performance, making it easier to manage your investment and make informed financial decisions.