Consumer Notice:
We exclusively and strongly encourage Fixed & Fixed Indexed Annuities for retirement planning purposes.

We are analysts 100% focused on fixed type annuites

We offer consumers a systematic analysis of the 100s of Fixed & Fixed Indexed Annuity options available. Our detailed process helps you identify the right fixed style annuity products suitable for your unique needs and circumstances. We objectively help you find the highest and safest annuity income and potential returns.

Don't buy an annuity from anyone without the peace of mind our process provides.

Avoid expensive mistakes with our comprehensive search. Avoid all sales pressure!

Our Analysts Systematically Identify Your Top Fixed Annuity & Fixed Indexed Annuity Choices

Annuities have been marketed for decades. Until now, there has been minimal change in how annuities are identified and purchased.

Our analytical approach spares consumers the discomfort of enduring the traditional annuity presentation designed only to sell an annuity. Furthermore, our analytical process allows consumers unbiased access to options utilizing a collaborative real-time experience.

Identify Best Index Performance
Identify Best Annuity Income
Identify Top Rated Annuity Providers
Get Individualized What-if Scenarios
See Comprehensive Comparisons of 100s of Choices to Find The Best Fixed Annuity Growth and Income
Have peace of mind that you have considered a broad range of annuity options
Get Started Now

NO Gimmicky "Free" Reports.

The industry advertises "free reports" that are really all about connecting you with a salesman.

No Sales Pressuring

We offer an analytic process and not a sales presentation.

No Steering to Highest Commissions.

Our analysis process does not consider or access sales commissions.

Not a sales presentation.

You will not have to endure high pressure from a salesman.

Our Service is Analytical and Data Driven.

Our annuity identification analysis process covers hundreds of annuity products. Our metrics include: Annuity Indexes, Provider Ratings, Income and Other Features, Historical Performance and What-if Scenarios.

Our suitability analysis considers your: Income, Risk Preference, Age, Marital Status, Assets, State, Pensions and Social Security

Comprehensive Provider Database Covering 50+ Carriers

Compare offerings from dozens of annuity providers - not just the few you may have been shown previously!

Accurate and Up-to-Date Data

Our analysts utilize an extensive dataset covering hundreds of products from more than 50 providers.

Our objective annuity analysis is only possible with our deep and rich data sources. Your analyst never limits searches and comparisons to a few providers and products.

Take care to consider many options when making an annuity purchase to avoid being steered to a salesman’s favorite.

Get Started

Questions Answered During Your Comprehensive Annuity Options Analysis

With the obvious safety of annuities as the foundation, the two most prominent considerations are income and growth rate potential. However, there are other fundamental questions that must be carefully considered during a comprehensive annuity analysis. We have developed a precise analysis process designed to answer the vital questions that must be considered in the annuity analysis process.

Which Annuity Providers Have Acceptable Financial Safety Ratings?

We utilize our comprehensive up-to-the-minute database to thoroughly validate annuity provider financial health. Your highly trained analyst is then able to help quantify the ratings data into a real-world context.

Which Annuity Indexes Offer the Right Growth Opportunity for You?

This is a common annuity related question that cannot be answered without carefully analyzing a multitude of factors. The potential growth of an annuity is simply and unfortunately not straightforward. Our process and your analyst works together to help you gain the understanding you absolutely must have prior to any annuity purchase.

What Annuity Income Is Currently Available?

Our analysts and advanced software tools work together with you to answer every rate question with the greatest technical precision possible. Then our analysis takes it to the next level with powerful what-if scenario testing.

What Are The Available Annuity Feature Options?

One of the many reasons annuities can be quite complicated is the many optional features that can tweak an annuity choice. (example: death benefits) Without a careful analysis it is impossible to select the most appropriate options for your unique needs and circumstances.

How Might The Various Annuity Choices Perform Under Different Potential Market Scenarios?

Without this question being answered it is impossible to correctly chose an annuity that is right for your circumstances. Our analyst will work with you to test your potential annuity choices using various assumptions and time periods.

Which Fixed Indexed Annuities Best Match My Unique Financial Needs and Circumstances?

Your analysis considers up to the minute data from over 50 different annuity providers. Most importantly, your analyst can help make sense of all the data and help you understand its effect on you and your family.

Get Started

Your Analysis Includes Comprehensive Custom Analytic Processes

Your analysis process will be conducted real-time with you on Zoom live conference. During your process many individual metrics will be considered and analyzed.

Annuity Illustrations

Your analyst will use our illustration software to help bring clarity to the many complexities of proper annuity selection.

Download report example

Annuity Backtesting

Your analyst will back test your top annuity choices with any strategy to illustrate the historical performance.

Download report example

Annuity Scenario Builder

Our what-if solver tool allows us to tweak annuity features - on the fly - to fit your specific financial objectives.

Download report example

Annuity Growth Analyzer

Your analyst will sort through the growth index options without a bias by efficiently searching thousands of annuities with you.

Download report example

Lifetime Income Calculator

Annuities have different available income features know as riders. Obviously, these features have costs and benefits. Our calculators allow you to see the relative value of each option.

Download report example

Side-by-side Comparisons

Near the conclusion of your collaborative process with your analyst, you will be able to narrow down your options to 2 or 3 top choices. Our side-by-side comparisons allows you to easily compare and contrast so you clearly see the best value for you.

Download report example

Get Started

Our Core Analysis Principles

Our analysis goals are focused in one direction only; towards identifying the specific annuity products - out of literally 100s - that meets your unique and specific wants & needs. At the same time, providing unbiased answers to even the most complex feature and performance scenario questions.

Consumer Suitability

Our analysis process is designed to identify the proper annuity product for the consumer considering each person's / family's unique circumstances.

Data-driven Unbiased Provider Research

Our analysis process relies only on comprehensive and unbiased provider data. All without considering or even accessing any commission information.

Non Sales Focused Experience

Our analysis process is designed to identify, evaluate and illuminate annuity product opportunities without consideration of any potential sales transaction.

Every Analysis Includes Multiple Powerful Reports

Rates, ratings, products and features can change any time. Our comprehensive and collaborative process produces multiple reports that summarize the results of your analysis using up-to-date data.

  • Today's Top 10 Annuity Analysis Report - Personalized for your unique circumstances
  • Today's Top Rated Carrier Report
  • Today's Top Annuity Index History Report
  • Today's Top Annuity Income Report - Personalized for your unique circumstances
  • Top Multi Year Guaranteed Annuities Report
Get Started

Your True Due Diligence Opportunity

We want to help you avoid the regret of making an annuity purchase without appropriate due-diligence. Spend 30 minutes or an hour as one of our analysts systematically provides you information you can use to have more peace-of mind with you annuity purchase.

Sign up Without Risk

No payment required

Comprehensive Analysis

Credentialed Analyst

Collaboratively Generated Reports

No sales pressure Guaranteed!

Getting Started on Your Objective Analysis

How it works:

You start the process with an brief order form that will take you only two minutes to complete. No credit card required.

You will receive a very brief anti-fraud verification call.

Your analysis session is scheduled.

You complete a brief initial interest and circumstances form prior to your session.

Collaboratively, with your licensed analyst you are guided through a live in-depth process. You will see everything your analyst sees. You will work with your analyst to methodically reduce the many 100s of choices down to just a few and then, finally, to your preferred candidates.

You utilize the reports generated as you see fit. Take the information gained to purchase an annuity from your choice of sources or ask your analyst to arrange your purchase.

Basic Annuity Options Analysis

(30 Minutes)

Includes Multiple Annuity Reports Based On Continuously Updated Data

Collaborative Analysis Process

Personal Suitability Screening

Top 10 Fixed Equity Index Annuity Analysis Report

Top Rated Carrier Report

Top Equity Index History Report

Top Fixed Equity Index Annuity Income Report

Top Multi Year Guaranteed (Fixed) Annuities Report

Conducted by a Credentialed Analyst

Reports Produced From Our Extensive Database

(Start your best annuity identification process with us or use us as a way to double-check whether a proposed annuity is the right choice.)

Comprehensive Annuity Options & Comparison Analysis

(One Hour)

Includes Everything in Basic and:

Personal Suitability Consulting

Annuity Type Consulting

Annuity Index Consulting

Identification of Your Top 3 Fixed Annuity Choices

In-depth Report on Your Top 3 Fixed Annuity Choices

Growth Analysis - historical backtesting and illustrating possible returns for your top 3 annuity choices

What-if Scenario Development - testing individual scenarios to tweak your top choices to better fit your needs and preferences.

Inflation Protection Enhancement Analysis

Death Benefit Enhancement Options

Retirement Readiness Screener - covering 7 critical measures

Comprehensive Personalized Analysis Without Sales Pressure