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No consumer fee
Consumers can use Annuity Index educational resources and request an introductory conversation without paying Annuity Index.
Transparency matters
Compensation Disclosure.
This disclosure explains how Annuity Index may be compensated when we connect consumers with participating financial professionals.
How compensation works
A straightforward business relationship.
Annuity Index is an independent educational and marketing platform. Consumers do not pay Annuity Index to use our educational resources, compare general annuity categories, submit a request, or schedule an introductory conversation. When a consumer requests a connection and schedules a qualified appointment, a participating financial firm may pay Annuity Index a fixed marketing or appointment fee.
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Optional introduction
If requested, we may connect the consumer with a participating professional who is appropriately licensed for the consumer’s state.
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Fixed marketing fee
The participating firm may pay us for arranging a qualified scheduled appointment, whether or not the consumer ultimately purchases anything.
Important: Annuity Index does not receive a percentage of the consumer’s annuity premium through this website, and compensation does not increase merely because a consumer selects a particular annuity category or carrier. The financial professional may receive separate compensation if a product is ultimately purchased and should provide any applicable disclosures.
What this means for you
Education first. Your decision remains yours.
Our role is to provide general educational context and facilitate an introduction when requested. Annuity Index is not an insurance carrier, broker-dealer, registered investment adviser, government agency, law firm, or tax adviser. We do not make product recommendations or guarantee rates or outcomes.
No obligation to purchaseScheduling a conversation does not require you to buy an annuity or engage the professional.
Product availability variesProducts, rates, features, carrier appointments, and licensing availability vary by state and may change.
Ask for complete disclosuresBefore making a financial decision, review the insurer’s materials and ask the licensed professional about compensation, surrender periods, charges, limitations, and suitability.
Ready to explore your options?
Start with a short educational questionnaire, then choose whether you would like to speak with a licensed professional.