Find the annuity that fits your retirement goals.
There are three main types of annuities, and each is built for a different goal. Answer 5 quick questions to see which one may fit you, then review real options for your age and state with a licensed advisor.
The 3 main types of annuities
Each one is built for a different retirement goal. The right fit depends on whether you care most about growth, protection or income.
Fixed Annuity
A set interest rate, guaranteed for a set number of years. Like a CD, usually with higher rates and tax deferral.
Fixed Indexed Annuity
Growth linked to a market index. When the market goes up you share in the gains. When it drops, your principal is protected.
Income Annuity
Turn part of your savings into a paycheck that lasts as long as you do. Payouts depend heavily on your age and start date.
How the Annuity Fit Review works
Take the quiz
Answer 5 quick questions. You’ll see which annuity type may align with your goal.
Pick a time
Choose a 15-minute slot. Your advisor can prepare options for your age, state and goals before the call.
See real numbers
Review side-by-side payouts, rates and features. Ask questions and take your time.
Advisor
Common questions
Is the review really free?
Yes. There is no fee for the quiz or the call, and no obligation afterward. If an annuity is not a fit for you, we will tell you that too.
Will you try to sell me something on the call?
The call is for showing you real quotes and answering your questions. You leave with the numbers. If you want to move forward later, that is your decision and your timeline.
Who is this for?
People between 55 and 75 who have saved $250,000 or more and want to know if an annuity should be part of their retirement income plan.
Are you tied to one insurance company?
No. Your advisor is independent and can compare products from every major carrier, so the recommendation is based on your goal, not a quota.
Do I have to move my whole retirement into an annuity?
No. Most people who use an annuity put a portion of their savings in it to cover essential expenses, and keep the rest invested.
Get a clearer starting point for your retirement income
5 questions. A simple result. No obligation.
Take the free quiz →