Important Disclosures

Last updated: May 3, 2026

This page contains required disclosures and additional information about Annuity Match Pro, the products discussed on annuitymatchpro.com, and the matching service we provide. Please read these disclosures carefully.

About the Products Discussed

Fixed indexed annuities (FIAs) are insurance products issued by insurance companies. They are not investments and are not registered with the SEC or any state securities agency. FIAs are not FDIC insured, not bank guaranteed, and not deposits of any bank or financial institution.

Guarantees referenced in any material on the Site are backed by the financial strength and claims-paying ability of the issuing insurance company and do not apply to the performance of any index or the product itself.

The S&P 500 Index is a product of S&P Dow Jones Indices LLC. Any product referenced on the Site is not sponsored, endorsed, sold, or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P Global, or their respective affiliates.

Illustrations and Projections

Any illustrations, projections, or calculations shown on the Site are hypothetical and for educational purposes only. They do not represent any specific product and are not guarantees of future performance. Actual results will vary.

Surrender Charges and Tax Treatment

Surrender charges may apply to withdrawals taken during the surrender charge period. Most contracts allow penalty-free withdrawals of up to 10% of account value annually. Withdrawals taken before age 59-1/2 may be subject to a 10% federal tax penalty.

Tax treatment of annuity products varies by ownership structure, distribution timing, and state of residence. Consult a qualified tax professional before making any decision involving an annuity.

Optional Riders

Long-term care benefits, income riders, and similar features referenced on the Site are provided through optional riders with additional costs. Availability, terms, benefits, and rider costs vary by carrier, product, and state.

Educational Purpose Only

All material on the Site is for informational and educational purposes only and should not be construed as financial, tax, or legal advice. Consult a qualified, licensed financial or insurance professional before making any financial decisions.

About Annuity Match Pro

Annuity Match Pro is an advertising and lead-matching service. Annuity Match Pro is not an insurance company, insurance agency, broker-dealer, registered investment adviser, or law firm. Annuity Match Pro does not sell insurance products and does not provide insurance, financial, tax, or legal advice.

By submitting your information, you are requesting to be contacted by one or more licensed insurance agents or agencies in our matching network. The agents in our network are independent and are not employed by, controlled by, or affiliated with Annuity Match Pro.

Annuity Match Pro may receive compensation from agents or agencies for matches, which may influence which agents you are matched with. Not all available products, agents, or carriers in your state are represented in our network. You are under no obligation to purchase any product or service from any agent we match you with.

Licensing and Product Availability

All matched specialists are licensed by the insurance department of the state in which they conduct business. Specific product availability, features, caps, participation rates, spreads, surrender periods, fees, and rider costs vary by state and by carrier and will be disclosed by your matched specialist before any purchase decision.

TCPA / Communications Consent

By submitting the form on the Site, you consent to be contacted by Annuity Match Pro and the agents in our matching network at the phone number and email you provided, including by means of autodialed calls, artificial or prerecorded voice messages, and text messages, even if your number is registered on a federal, state, or corporate Do Not Call registry. Consent is not a condition of receiving any goods or services. Message and data rates may apply. You may opt out at any time by replying STOP to any text message or by following the unsubscribe instructions in any email.

Contact

Questions, opt-out requests, or complaints can be sent to info@annuitymatchpro.com.

See also our Privacy Policy and Terms of Service.