No. of Recommendations: 1
What return did you get on your annuity last year? If less than the return on the S&P 500, you can easily calculate how long it will take you to recover that 6% surrender fee in improved return.

If less than 3 years, I would make the change. If more than 3 years, your annuity's performance seems not too far out of line. So I would wait it out before changing.
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