Questions? We have answers.

If I wish to withdraw my Planned-Spend Account balance, will my funds be subject to surrender fees?

No. One of the big differences between Relay’s Planned-Spend Account and other annuity products in the market is that there are no penalties for withdrawing funds early from your Planned-Spend Account. However, to withdraw funds beyond your monthly payouts, you must withdraw your entire Planned-Spend Account balance, at which point your contract with Guggenheim Life and Annuity Company will be terminated. Planned-Spend Account balances withdrawn will not be eligible for cash-back rewards.  

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