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Plain English
We aim to explain complex concepts without unnecessary jargon or exaggerated promises.
About Annuity Index
Education first. Clarity always.
Annuity Index was created to make the annuity research process easier to understand—and to help consumers move from general questions to an informed conversation with an appropriately licensed professional.
Our mission
Make a complicated subject more approachable.
Annuities can include unfamiliar terminology, different crediting methods, varying income features, surrender schedules, and state-specific product availability. Comparing them can feel difficult before a consumer ever speaks with a professional.
Our role is to provide an educational starting point. We explain major annuity categories in plain language, help consumers identify the features they want to explore, and offer a convenient way to request a conversation with a participating financial professional.
We serve consumers nationwide. Any discussion of a specific insurance product must take place with a professional who holds the appropriate license for the consumer's state.
Our approach
What guides Annuity Index
Our platform is designed around clear information, transparent expectations, and consumer choice.
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Broad education
We cover multiple annuity categories and the tradeoffs consumers should understand.
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Transparency
We disclose how the platform is compensated and what happens when an appointment is requested.
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Consumer control
Using the platform does not obligate a consumer to purchase a product or continue a relationship.
What we provide
Information and professional connections
Annuity Index supports the early stages of the research process.
✓Educational material about common annuity categories and features
✓A short questionnaire to help organize general goals and preferences
✓Access to appointment times for a complimentary Zoom conversation
✓Connection with a participating financial professional expected to be appropriately licensed for the consumer's state
Our place in the process
Clear roles at every stage
Annuity Index provides general education and facilitates connections. Product-specific advice belongs with licensed professionals.
Education
We provide general information intended to help consumers understand terminology, categories, potential benefits, and limitations.
Priorities and choice
The consumer decides what goals matter, whether to request an appointment, and whether to continue after the conversation.
Product discussion
An appropriately licensed professional can discuss specific products, assess suitability, explain disclosures, and answer individualized questions.
Begin with your priorities.
Answer a few general questions and decide whether you would like to connect with a licensed financial professional.
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