A straight-talking guide to annuities, nationwide
AnnuityAdvisorMatch exists to explain annuities honestly and show you a free result instantly, then connect you with one real client relationship, not a lead-selling network dressed up to look bigger than it is.
Why we built this site
Search for "annuity advisor" or "annuity matching service" and you will find plenty of sites with headshots of smiling strangers, counters claiming thousands of people "matched," and walls of insurance-carrier logos implying a massive vetted network. Most of them also hide your "result" behind an email and phone gate before you see anything. We did not want to build another one of those. AnnuityAdvisorMatch shows you a free, honest educational result immediately, with no gate, and a direct connection to one client relationship when and if you are ready to talk.
What we are, specifically
We are a lead-generation and education site. We do not sell annuities ourselves, and we are not a licensed insurance agency. When you choose to submit the optional advisor-contact form, your information goes to ADVISOR/AGENCY NAME PLACEHOLDER at ADVISOR/AGENCY NAME PLACEHOLDER, a client who pays us a referral fee if you choose to work with them. You never pay us anything.
How nationwide reach actually works
We are honest about this because it matters: our client either holds active insurance licenses directly in multiple states, or works through an affiliated IMO/FMO (independent marketing organization / field marketing organization) network to place your information with a separately, properly licensed agent in your specific state. Either way, nobody discusses a specific annuity product with you unless they are licensed to do so where you live.
Our vetting standard, honestly stated
We do not publish a fabricated checklist of background checks we have not actually run. Here is the real, honest standard: any advisor or agent you end up speaking with must hold an active insurance license in your state, and must be held to the best-interest standard that applies to annuity recommendations there. We do not work with advisors who use high-pressure sales tactics, and we will stop referring to any advisor or agency that does.
What we do not do
- We do not publish fabricated statistics about how many people we have "matched" or how many advisors are in a network.
- We do not publish fake testimonials, stock-photo headshots passed off as real reviews, or an insurance-carrier logo wall implying a verified relationship we do not have.
- We do not gate your free quiz result behind your contact information.
- We do not charge retirees anything, at any point.
Serving every state
The quiz asks what state you live in specifically so that, if you choose to ask for help, your information can be placed with someone properly licensed to discuss annuities where you live.