Profile 1
Pre-retiree, still working
What actually matters for them
- Survivor income if one spouse dies first
- Timing of Social Security election
- How the pension offsets income needs
- Joint vs single-life payout structures
Generic annuity guides can point you in the wrong direction and waste your time. Share your situation on a 15-minute call with a licensed professional in our network, and we'll send back only the information that fits, including how a fixed indexed annuity may help protect retirement savings from market index losses.* Free. No obligation.
*AnnuityMatch Pro is an advertising and matching service, not a licensed insurance agency. Product features, guarantees, caps, and surrender periods are determined by the issuing insurance company and explained in full by your matched specialist. Fixed indexed annuities are insurance products, not investments, and are not FDIC insured.
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.
Request Free InfoAnswer 5 quick questions to see if you're a fit. Takes 60 seconds. No cost. No obligation.
Based on your answers, talking with a licensed annuity specialist could be worth your time. Get matched free in 60 seconds. You decide what to do next.
Get Matched With a SpecialistThis is a self-assessment tool for educational purposes only. It is not a recommendation to buy any insurance product. Whether an annuity fits your situation can only be determined by a licensed insurance professional after reviewing your full financial picture.
Takes under 60 seconds. No cost. No obligation.
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 this material 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. This product is not sponsored, endorsed, sold, or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P Global, or their respective affiliates.
Any illustrations, projections, or calculations shown on this page 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 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.
Long-term care and income benefits referenced are provided through optional riders with additional costs. Availability, terms, and benefits vary by carrier, product, and state.
This material is for informational and educational purposes only and should not be construed as financial, tax, or legal advice. Consult with a qualified, licensed financial or insurance professional before making any financial decisions.
About AnnuityMatch Pro. AnnuityMatch Pro is an advertising and lead-matching service. AnnuityMatch Pro is not an insurance company, insurance agency, broker-dealer, registered investment adviser, or law firm. AnnuityMatch 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 AnnuityMatch Pro. AnnuityMatch 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. 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 this page, you consent to be contacted by AnnuityMatch 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.
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