The short version

Advisors and agencies pay AnnuityAdvisorMatch a referral fee when a match is made, meaning when you submit the optional advisor-contact form and that leads to a conversation or a client relationship. Your annuity returns are not reduced because we made the introduction. You never pay us anything, at any point, for any reason.

The longer version

AnnuityAdvisorMatch is a lead-generation and education website. We built the free quiz and the educational pages on this site ourselves, and we pay to run it and to get it in front of people researching annuities. In exchange, when someone takes the quiz and later chooses to fill out the separate, optional advisor-contact form, we pass that information to our client, ADVISOR/AGENCY NAME PLACEHOLDER. If that introduction leads to a conversation, and eventually to you becoming their client, they pay us a referral fee.

This is a standard arrangement in financial services marketing, similar in spirit to how a mortgage comparison site or an insurance comparison site gets paid, and it is also exactly how the better-known annuity-matching sites in this space work, even when they don’t explain it this clearly.

Why this does not cost you anything

The referral fee is paid by the advisor or agency, out of their own marketing budget, not out of your money and not out of the annuity contract you might eventually purchase. An annuity’s rates, caps, participation rates and fees are set by the issuing insurance company and disclosed in the contract, the same way whether you found that advisor through this site, a referral from a friend, or a cold call. Nothing about how you found your advisor changes what you pay or what you earn.

Why your free result is never part of this transaction

Some sites in this space only make money by getting you to hand over your email and phone number as fast as possible, which is why many of them hide even a generic result behind that gate. We get paid only on the optional contact-form step, which means we have no financial reason to gate your free quiz result behind anything. You can take the quiz, see your result, and leave without ever giving us your information, and that's a fine outcome for you to choose.

What we do not do

We do not sell your information to third-party marketing lists or data brokers.
We do not charge you a fee, a subscription, or a "consultation fee" of any kind.
We do not take a cut of your annuity's rate, cap, or any ongoing fee.

Questions

Call (800) 555-0188 or email hello@annuityadvisormatch.com if anything here is unclear. We would rather over-explain this than have you wonder about it.