ANNUITY MANAGEMENT – AEGON
ALWM does not typically recommend annuities as a cost-effective investment vehicle, but if you already hold an annuity that is restricted from or cost-prohibitive to surrender, you may be able to transfer it to an alternative annuity. AEGON has access to Dimensional Fund Advisor sub-accounts within a no-load, relatively low-cost variable annuity. Their annuity solution is consistent with ALWM’s guiding principles by providing low-cost, evidence-based asset class investing. The annuities will appear as separate accounts on your quarterly reports. With this information, we can manage these DFA funds as part of the overall portfolio.