Terms & Conditions

Last updated: October 2026

By using annuityadvisormatch.com or submitting a request, you agree to these terms.

Educational information, not personalized advice

The content on this site, including the quiz result and the pages on MYGAs, fixed indexed annuities and income annuities, is general information only. It is not personalized financial, investment, tax or legal advice, and it is not an offer or recommendation to buy any specific product. Any specific recommendation should come only from a licensed advisor after reviewing your full situation.

The quiz result is a starting point, not a guarantee

The quiz maps your stated answers to a general annuity category. It does not know your full financial picture, your health, or information you did not provide, and it is not a guarantee that any specific product or advisor will be suitable for you.

No obligation

Taking the quiz and seeing your result is not a purchase, an application, or a binding commitment of any kind. Submitting the optional advisor-contact form connects you with a licensed advisor or agency for a conversation; it is also not a purchase or a binding commitment. You are never obligated to buy an annuity or any other product as a result of using this site.

Referral relationship

AnnuityAdvisorMatch is a lead-generation and education site. We are not a licensed insurance agency and we do not sell annuities directly. We may receive a referral fee from our client advisor/agency if you submit the optional contact form and choose to become their client; this does not change any fee, commission or disclosure the advisor is required to provide you under applicable insurance law in your state.

Messaging & calls

If you opt in to text messages and calls through the optional advisor-contact form, standard message and data rates may apply and message frequency varies. Reply STOP to opt out of texts or ask to stop receiving calls at any time. See our Privacy Policy for full details.

Accuracy of information

We work to keep the information on this site accurate, but content is provided "as is" and may change without notice, including example rates, caps or features referenced in educational content. Current product terms must be confirmed directly with a licensed advisor and the issuing insurance company.

Governing law

These terms are governed by the laws of the state in which AnnuityAdvisorMatch is organized, without regard to conflict-of-laws principles. // TODO:LIVE — confirm governing-law state once the business entity is finalized.

Contact

Questions? Call (800) 555-0188 or email hello@annuityadvisormatch.com.