Annuities
Turn savings into income that arrives every month, for life.
An annuity converts part of what you have saved into a contractual promise from an insurance company: a rate you can count on, principal that is protected from market losses, or a paycheck that continues as long as you do. We compare contracts from the highest-rated carriers and explain every term before you sign one.
What we place
Annuities, in its forms.
Fixed annuities
A guaranteed interest rate for a set term, similar to a CD but tax-deferred.
Multi-year guaranteed (MYGA)
Lock a fixed rate for three to ten years with full principal protection.
Fixed indexed annuities
Growth linked to a market index with a floor that protects you from losses.
Income riders
Add a guaranteed lifetime withdrawal benefit that pays whether the account balance is up or down.
Is this for you?
It usually fits when
- You are within ten years of retirement and want a floor under part of your savings
- You want a predictable income stream alongside Social Security
- You have money in a CD or money market and want tax deferral and a better rate
How it goes
Three steps, no pressure
- 01
We review your income needs, timeline and existing accounts
- 02
We compare rates, caps and rider costs across carriers side by side
- 03
You choose; we handle the application, transfer and delivery
Carrier partners
Who we shop for annuities
- Allianz LifeA+
- AtheneA+
- NationwideA+
- Lincoln FinancialA
- North AmericanA+
- Midland NationalA+
- F&G Annuities & LifeA
- American EquityA
- Global AtlanticA
- Pacific LifeA+
- Corebridge FinancialA
- EquiTrust LifeB++
- MassMutual AscendA++
- SymetraA
- Oceanview LifeA-
- Sagicor LifeA-
- Jackson NationalA
- Protective LifeA+
- Security BenefitA-
- AmericoA
- Brighthouse FinancialA
- Equitable FinancialA
- TransamericaA
- Delaware LifeA-
- Nassau LifeB++
- AspidaA-
- Western-SouthernA+
- Integrity LifeA+
- AuguStar FinancialA
- PrudentialA+
