In 15 minutes, you'll know which annuity structures fit your portfolio, which to skip, and what to ask before making any decision. No pitch. No pressure.
AnnuityMatchPro is an independent matching service, not a licensed insurance agency.
Talking to a state-licensed independent specialist costs you nothing.
Educational overview. Specific product details, caps, and fees are explained by your matched licensed specialist.
A generic guide overwhelms you with information not specific to your concerns. But the right annuity depends on details that aren't on this page, like your state, your spouse, your existing accounts, your tax situation, and your income timeline. Here is how much those details change the answer.
A fixed indexed annuity is not an off-the-shelf product. The contract is built around your specific needs, including market risk tolerance, income timing, protection features, and beneficiary treatment. A generic guide cannot ask about your situation. That is what the 15-minute call is for. A licensed specialist listens, then sends back only the contract options that actually fit you. No pitch. No obligation.
Get a Second OpinionWhether an annuity fits your retirement plan is a math question that researchers like Wade Pfau (Retirement Researcher), Michael Kitces (Nerd's Eye View), and the Boston College Center for Retirement Research have spent more than a decade modeling.
Their work shows that for some retirees, partial annuitization meaningfully improves the odds of not running out of money. For others, it's the wrong choice entirely. The 15-minute call is where that research gets applied to your specific numbers.
Three steps. No surprises. You're in control at every stage.
A few questions about your age, assets, and timeline. Takes 60 seconds. Used only to match you with a specialist.
A licensed independent specialist in your state. One specialist, carefully selected. Not a list of agents who all call you.
A 15-minute call. No pitch. No pressure. If annuities don't fit your plan, the specialist will tell you so.
No script. No sales pitch. Here's what the conversation actually looks like.
The specialist introduces themselves and confirms the basics from your form. You're in control of the pace.
Targeted questions about your retirement timeline, current income sources, tax bracket, and any concerns specific to your portfolio.
The specialist walks through which annuity categories could fit your plan, the tradeoffs, and which to skip. Or tells you straight if none of them fit.
You ask whatever you want. You decide if there's a next step. There's no proposal pushed, no paperwork, no commitment.
No pitch. No pressure. If annuities don't fit, the specialist will tell you so.
That's the most common reason people end up here. The first conversation often pitched a specific product before anyone understood your situation, leaving you with more options to compare and no clearer answer.
An independent specialist works in the opposite direction. They start by figuring out whether annuities belong in your plan at all. Only after that does the conversation move to which structures might fit. If the answer is "none," they'll tell you that too.
Annuity payouts often track Treasury yields. When the Fed moves, rates can shift in weeks. The decision is rarely a "wait and see."
Takes under 60 seconds. No cost. No obligation.
Plain answers. No fine print.
They ask about your retirement timeline, current income sources, tax situation, and the concerns specific to your portfolio. Then they walk through which annuity categories could fit, the tradeoffs (liquidity vs income, single vs joint life), and tell you whether annuities are worth exploring further for you. No proposal. No paperwork. No commitment.
Your information is shared only with the one specialist matched to your situation. You can opt out of further contact at any time by replying STOP to any text or following the unsubscribe link in any email. The full consent terms are listed above the submit button on the form.
The licensed specialist we connect you with pays us a referral fee, but only if you actually take the call. You're never billed for the consultation, the conversation, or any follow-up. Because we're paid by the specialist (not by you), we're incentivized to match you only when there's a real fit, not to forward your information to multiple agents.
They'll tell you that directly. The point of the call is to give you a clear answer, not to push a product. Independent specialists are not paid by carriers to sell specific contracts, so a "no, this doesn't fit your plan" is a real possible outcome.
Most online annuity forms send your information to multiple agents who all call you. We connect you with one carefully-selected independent specialist in your state. One conversation. Not a barrage of competing pitches.
No. The first conversation is an evaluation, not a transaction. The specialist will discuss whether annuities fit your plan and which categories might be worth a closer look. Any actual product discussion happens later, only if you decide to take the next step.
The information you provide on the form: your name, contact details, age range, approximate net worth bracket, and retirement timeline. That's the minimum needed for the specialist to prepare for a useful conversation. Nothing else is shared.
No required minimum. Annuity options fit a wide range of retirement situations. The specialist will review your specific scenario on the call and tell you straight whether annuities make sense for your plan, or whether another approach would serve you better.
"The right annuity decision is built around your numbers, not someone else's brochure."
Fixed indexed annuities are insurance products, not investments, and are not FDIC insured. Annuity Match Pro is an advertising and matching service, not a licensed insurance agency. Read full disclosures →
