Speak with a Registered Agent: 1-866-223-2121

Speak with a Registered Agent: 1-866-223-2121

Our Services

Whether you are new to annuities, considering purchasing an annuity, or own annuities, Annuity FYI offers a service designed to help you.  All of these high-value services are provided by licensed professionals able to represent all companies and products on the market today, and there is never any obligation. All consultation services are conducted remotely, from the comfort of your home, by phone or video call.

Portfolio Review & Retirement Planning Consultation

Wouldn’t it be nice to learn how and where annuities could fit into your portfolio? You can!  After an initial consultation to discuss your investment objectives and needs, a licensed professional will customize a strategy utilizing specific annuity products of the thousands on the market today that will compliment your greater retirement plan and help you meet your goals.  Your financial advisor may not be recommending annuities because they are not familiar with them, or because they are not part of their firm’s AUM strategy; don’t potentially miss out by not having exposure to annuities.  During the follow-up consultation you will be presented with specific product recommendations suitable for you for your consideration.

Cost: $149

Annuity Rescue Program

Do you own an annuity that is underwater or underperforming?  As a result of the current rate environment you may be eligible to trade in your existing product for a better performing product without losing money on surrender charges!  This is a time-sensitive opportunity that won’t last forever; if you think you may be eligible, act now.

Cost: Free consultation

Second Opinion

Avoid regrets and buyer’s remorse; be confident the annuity you are planning to purchase is the best fit for you on the market today.  Allow a licensed professional to evaluate the annuity you are considering, comparing it to thousands in the marketplace (not just those your advisor is licensed to sell), to ensure you are purchasing the best product available.  This is an extremely valuable service for prospective investors making a purchase decision.

Cost: $99

Real-time Fixed Rate (Multi-year Guarantee Annuity) Quotes

Compare thousands of annuities in real time to find the highest rates available in your state.

Cost: Free service

Real-time Guaranteed Income Annuity Quotes

See how much the top guaranteed income annuities are currently providing.

Cost: Free service

Information Request Form

If you have questions or would like more information, please complete this form and a licensed professional will be happy to help. For the fastest response, please select 'Phone' as your Contact Preference.

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