Annuity General is a convenient and simplified solution that matches you with trustworthy financial professionals in your area.
Retire with confidence
Since 2010, Annuity General has aimed to provide the best retirement solutions for retirees and pre-retirees out there. Our goal is to help each client create a financial plan that allows you to enjoy your retirement for decades without worrying about the possibility of running out of money.
A powerful approach to retirement planning
Our approach is different than anything else out there. We are committed to developing comprehensive educational materials and tools that are aimed to make one of the most important decisions in life, easy and enjoyable.
You'll never have to worry about running out of money in retirement
The impact of our unique approach is a lasting one. Over the last 10 years, we’ve had over 14 million people reach out to us and we’ve helped secure over 3 billion dollars in annuities. We provide consistent, reliable, principle protection**, while earning you up to 40% more^ retirement income.
A Powerful Approach To
Your retirement planning starts here
Planning for retirement is one of the most important decisions you will make in life. That’s why we believe finding the right financial professional is instrumental in helping you achieve your financial goals.
We'll match you with a financial professional in your area
Here at Annuity General, we take a different and powerful approach to retirement planning. Our team of experts will ask you a few simple questions and within a few minutes, we will match you with a local Annuity General financial professional in your area. We’re able to cover almost every city and town in the U.S.
We'll send you resources to help educate you before your meeting
As you near retirement age, there may be less time to recover from stock market losses. This is the time you should probably start thinking about how you can generate income to last you through retirement. Annuities can offer guaranteed* income for life that can also help hedge against inflation**. This is why we'd like to offer you our collection of resources and guides absolutely FREE. These guides were specifically designed to help educate you on the benefits of annuities so you can feel confident prior to your meeting. Simply type your information below and we'll ship these guides at no cost to you.
We want to build lifelong relationships with our clients
Financial advisors will play one of the most significant and trusted roles in your life, particularly for your retirement. That’s why it is so important for us to fully educate our Annuity General financial professionals and align them with the right tools and training to help create a comprehensive retirement strategy that’s unique to your situation.
Our Promise To You
Our financial professionals have been fully vetted and have completed our 7-point training exam.
Annuity General always looks to stay ahead of the curve. Our financial professionals are fiduciary-minded and will always put you first.
Our services and educational materials are always FREE.
When you speak to any of our professionals, your information will be protected and will not be shared with anyone else.
Are you interested in joining the Annuity General team of financial professionals?
Give us a call or click the button below to see if you qualify.
We make it easy for you to make smart and informed financial decisions
Our proprietary tools were created by top financial experts
We have spent years creating simplified tools to make it easy for you to make informed decisions. Annuity General is not just a financial institution; we’re also a technology company that uses advanced tools and proprietary software to help create a personalized financial retirement strategy that is unique to you. Our tools were created by top financial experts to make it easy for you to make smart and informed financial decisions for your retirement. Our competitive advantage allows us to...
Customize your financial strategy
Help secure you the best rates»
Save you as much as 8% in fees»
Education Is The
Key To Our Success
Annuities can offer guaranteed income for life
Annuities have the ability to turn a portion of your retirement savings into guaranteed* income that is predictable and assured for life**. They may provide you with confidence that you will not outlive your money in retirement and can help you truly enjoy what should be the most exciting years of your life. That’s why we feel it is our duty to help educate you so you can fully understand exactly how they work in a clear and concise way.
With all the different types of annuities out there, we understand it can be difficult to understand how they work. One of the most important things you need to understand is that annuities are not investment vehicles. Annuities are a guaranteed stream of income during retirement that you cannot outlive.
We firmly believe that education is the key to a successful retirement, which is why we've created several resources to help you learn more about annuities and determine if they're the right fit for you. Our materials are always FREE and our guides can help you give you the confidence you need to make the right financial decisions in retirement.
Your FREE Retirement Roadmap kit will include:
Money For Life, Retirement Roadmap
A custom designed, step-by-step, year-by-year, retirement strategy that is tailored to your own personal financial needs.
NextGen Annuity Strategies
Includes key rate information on over 1,000 different annuities
Please note that the examples herein are not company nor product specific. They are concepts shown to give you general information of the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state.
*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC.
**Some annuities may have a lifetime income guarantee as part of the base policy; others may have riders available that provide this benefit. Riders may also be available for benefits like an annual increase to help combat inflation or for as much as doubling your income in case of a qualifying health event. Limitations and qualifying conditions apply. Optional riders may be available with a charge.
* For qualifying healthcare conditions; available as a rider that may have an additional charge.
***Annuity General is not associated with or endorsed by the Social Security Administration, the IRS or any government agency.
^Increased income is possible following a specific strategy suited to your financial goals and may require buying multiple annuities or keeping the annuity for the full time period. May not be available in all states. Results may vary and will be less if excess withdrawals are taken.
» For your suitable benefits. Fees are lower than investment products.
By contacting us or responding to this offer, you may be put in touch with an insurance-licensed agent in your state. Annuity General is insurance licensed in all 50 states (AR17677332/CA0K62245/TX2034282) and all producers have the appropriate licenses for the products they offer.