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Educational access
Consumers can explore general information about annuity categories and retirement considerations without paying Annuity Index.
Transparency comes first
How we’re paid.
Consumers do not pay Annuity Index to use our educational resources, compare general annuity categories, submit a request, or schedule an introductory conversation with a participating financial professional.
Our business model
A straightforward business relationship.
Annuity Index is an independent educational and marketing platform. 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 connection
If requested, we 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 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. We do not make product recommendations, guarantee rates or outcomes, or act as your fiduciary, insurance agent, tax adviser, or legal adviser.
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.