Contact Annuity Index

Questions today. A clearer next step tomorrow.

Whether you are beginning your research or ready to speak with a licensed professional, choose the path that best matches what you need.

Choose your next step

How can we help?

Use the comparison process for an expert connection or email our team for general platform questions.

Consumer connection

Speak with a licensed professional

Start with a short educational questionnaire so we can understand your general priorities before you select an appointment time.

  • Available to consumers nationwide
  • 30-minute Zoom conversation
  • Professional appropriately licensed for your state
  • No obligation to purchase a product
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General inquiry

Contact Annuity Index

For questions about the website, educational materials, privacy, compensation disclosures, or potential business relationships, email us directly.

  • Email: [email protected]
  • Please allow a reasonable time for a response
  • Do not email account numbers or sensitive financial information
  • Product-specific questions should be directed to a licensed professional
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Annuity Index
The expert connection process

What to expect

Annuity Index provides an educational starting point and facilitates the introduction. A participating licensed professional handles any individualized product discussion.

1. Complete the comparison questionnaireShare general goals, timing, age range, state, and the amount you may be considering.
2. Choose an available meeting timeSelect a convenient appointment from the Zoom calendar.
3. Receive confirmationYour appointment details and meeting information are provided after booking.
4. Decide what happens nextThe initial conversation carries no obligation to purchase anything or continue a relationship.
General support

Prefer to email us?

Contact us about Annuity Index, our educational content, privacy questions, or partnership inquiries. Never send Social Security numbers, full account numbers, passwords, or other sensitive financial information by email.

Common questions

Helpful answers before you begin

Is there a charge to use Annuity Index?

There is no direct charge to consumers for using the platform. Participating financial firms may pay a fixed marketing fee for a booked appointment.

Will I be required to buy an annuity?

No. Requesting or attending an appointment does not obligate you to purchase a product.

Can Annuity Index recommend a product?

No. We provide general education. Only an appropriately licensed professional can discuss specific products and assess suitability.

Do you serve every state?

The platform serves consumers nationwide, but specific products and participating professionals may vary by state and availability.

Ready to speak with an expert?

Begin with a brief comparison questionnaire, then select an available time for a complimentary Zoom conversation.

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Educational annuity information and professional connections.
Annuity Index is an educational and marketing platform, not an insurance carrier, broker-dealer, registered investment adviser, law firm, or tax adviser. Information is general and is not a recommendation to buy or sell any product. Guarantees depend on the claims-paying ability of the issuing insurer. Product features, rates, and availability vary by carrier and state. © Annuity Index. All rights reserved.