The Straight Truth About Annuities. Education First. No Pressure.
Find out in 60 seconds if an annuity belongs in your retirement plan. Answer five simple questions and get a personalized next step.
Free. Takes about a minute. No obligation of any kind.
Most annuity information online is either a sales pitch or a hit piece. This is neither.
Independent, Not Captive
We are not captive to any one insurance company. We shop the market across multiple carriers and are held to a best interest standard, which means we cannot place our own interests ahead of yours.
Retired CPA On Staff
Annuities have real tax consequences. Our team includes a retired CPA who works in retirement income planning, so tax considerations are part of every conversation. We do not provide tax advice and will work alongside your own tax professional.
No Call Centers
When you book a call, you talk to a licensed member of our team. Not a junior rep, not an offshore call center, not a lead broker who sells your number.
Is an annuity right for you? Five questions tell us a lot.
The quiz asks about your age, savings, retirement timeline, biggest concern, and past experience with annuities. Based on your answers, we point you to the right next step: a free review call or our free educational webinar.
Annuities are not right for everyone. If they are not right for you, we will tell you that too.
Start The QuizThe five questions
- How old are you?
- How much do you have saved for retirement?
- When do you plan to retire?
- What is your biggest retirement concern?
- Have you ever owned an annuity?
Everything about annuities, explained like a neighbor would explain it.
What is an annuity?
A plain language explanation of what these contracts actually are, who they help, and who should skip them.
Read the guideTypes of annuities
Fixed, fixed indexed, MYGA, SPIA, and variable. They are not all the same, and the differences matter a lot.
Read the guideMyths vs facts
You lose your money when you die. Agents only push them for commissions. We take on the top myths one by one.
Read the guideThe Truth About Annuities
A 45-minute, no-pressure walkthrough of how fixed indexed annuities actually work. What the caps and participation rates mean, what an income rider does, what surrender charges really are, and who should never buy one.
Coming SoonBeing recorded now
The webinar will be posted as soon as it is ready. Until then, our written guides cover the same material.
Already been shown an annuity?
Before you sign anything, let a retired CPA and a licensed insurance professional review it for free. We will tell you in plain language what it does, what it costs, and whether something better exists for your situation.
Sixty seconds. Five questions. A clear next step.
The quiz is free, private, and there is no obligation. Find out whether an annuity deserves a place in your retirement plan.
Take The Free Quiz