1
Learn the basics
Explore plain-English information about fixed, indexed, income, and registered index-linked annuities.
A simple, educational process
A clearer path from questions to a qualified conversation.
Annuity Index helps you learn about annuity categories, identify the features that may fit your goals, and—when you choose—connect with an appropriately licensed financial professional.
How it works
Four straightforward steps
Start with education. Move forward only when you are ready.
2
Share your priorities
Complete a short comparison questionnaire about your goals, age range, timing, and general preferences.
3
Consider categories
See which annuity features may be worth exploring further. Product availability and terms vary by carrier and state.
4
Connect if you choose
Schedule a complimentary Zoom conversation with a financial professional appropriately licensed for your state.
What we do
Education and connection
✓Explain annuity concepts in clear, approachable language.
✓Help you organize the goals and features you want to discuss.
✓Connect you with a participating, appropriately licensed professional.
✓Make our compensation model visible before you book.
What we do not do
Important boundaries
—Annuity Index does not provide personalized financial, tax, or legal advice.
—We do not guarantee rates, returns, carrier availability, or product suitability.
—Completing the questionnaire does not create an advisory relationship or obligate you to purchase anything.
—Only a properly licensed professional can discuss specific products and determine suitability.
After you submit
What happens next
You remain in control throughout the process.
Your responses are recorded securely
We use the information you provide to understand your request and support the connection process.
You choose an available appointment time
Select a convenient time from the calendar. The meeting is held by Zoom and generally lasts about 30 minutes.
A participating professional receives the appointment
Your request is routed to a financial professional who is expected to hold the appropriate license for your state.
You decide whether to continue
The conversation is educational and carries no obligation to purchase an annuity or enter into an ongoing relationship.
Ready to clarify your options?
Answer a few general questions, then decide whether you would like to speak with a licensed professional.
Compare My Options →