How AnnuityAdvisorMatch works
Three steps. No cost. No obligation to buy anything. And unlike most sites like this, your result never hides behind a request for your email or phone number.
Answer 7 Quick Questions
A short, one-question-at-a-time quiz about your age, savings and retirement income goals. It takes about two minutes, and there is no cost or obligation.
See Your Free Result Immediately
You get your likely annuity match type right away, on the page, for free. We never make you hand over your email or phone number just to see this. It is general education, not a personalized recommendation.
Optionally Talk to a Licensed Advisor
If you want help reviewing your result, you can choose to share your contact info. We connect you with a licensed advisor or agency who can place you with a properly licensed agent in your state. No call center, no bidding war for your information.
Step 1: You answer 7 quick questions
The quiz asks about your retirement status, age, what worries you most, what matters most to you (guaranteed income, fixed growth, or growth without market risk), roughly how large your portfolio is, and what state you live in. It takes about two minutes. We do not ask for account numbers, Social Security numbers, or anything beyond those basics.
Step 2: You see your free result immediately, no gate
Most sites like this run a fake "analyzing" animation and then hide a generic result behind an email and phone number, sometimes both. We show a short "analyzing" animation too, because it is an honest beat while the quiz tallies your answers, but then your result appears right on the page. We never make seeing it conditional on handing over your contact information.
Step 3: You optionally talk to a licensed advisor, with zero pressure
Below your free result, there is a clearly separate card: "Want help reviewing this with a licensed advisor?" If you want help, you share your name, phone and email there, along with a required consent checkbox for the advisor/agency to contact you. If you don’t want help, you can close the tab. Either way, you already have your result.
If you do ask for help, your information goes to our one client relationship, ADVISOR/AGENCY NAME PLACEHOLDER, which either holds active licenses directly or places your information through its affiliated network with a properly licensed agent in your state. This is not a lead auction where your information gets sold to five different companies that all call you the same afternoon.
What we do not do
- We do not charge you anything, at any step.
- We do not gate your free quiz result behind your email or phone number.
- We do not sell your information to resold lead lists or call centers.
- We do not pressure you into a decision on the first call, or any call.
- We do not claim to have "matched" you with hundreds of advisors. If you ask for help, you are connected with one real relationship.
How we make money
We are paid a referral fee by our client advisor/agency, and only if you choose to submit the optional contact form and that leads to a client relationship. You never pay us directly. See How We Make Money for the full, plain-language breakdown.