Annuity Pros is the #1 Independent Consultant on Annuities, Life Insurance, Structured Settlements and Qualified Retirement Plans. We are here to help and guide you maximize your income. Get in touch with us today!

Annuity Pros clientele include Family Offices, Registered Investment Advisors (RIAs), Broker Dealers (BDs), Attorneys, CPAs and Accounting Firms, Claims Adjusters, Plaintiffs, Tax Preparers, Trust Companies, Consulting Firms, Banks, Insurance Brokers, Financial Advisors, Financial Consultants, Wealth Management firms, Mortgage Brokers, Human Resources Departments, Real Estate Agents, Business Brokers, other business professionals, high net worth individuals (HNWIs) and general private individuals.

Annuity Pros prides itself on objective independent advice and sourcing only the best annuities from over 300+ products that meet your bespoke goals. We can even help you create unique Annuity Ladders that are similar to CD Ladders, but far stronger.

1. Annuity Pros Consultation (we identify your needs and clarify your exact objectives)

2. Annuity Product Quotes (we review products, quotes, guarantees and income numbers)

3. Annuity Product Selection (we help you choose suitable annuity products that match your exact objectives and appropriate investment assets or savings)

4. Annuity E-Application (we ensure your annuity e-application is submitted and set up accurately)

Annuity products can help you create your own pension and give you more freedom. Life Insurance can help you feel more organized, knowing your affairs are in order. 

*E-Applications are orchestrated via Annuity Pros. Funds are transferred directly from your investment account to the company that issues your annuity, when you choose. We do not touch your money at any point in the process. 

Annuities take around 5-10 business days to be issued and will be reviewed with you in person by Annuity Pros upon delivery. Life Insurance takes around 15 business days, although conditional coverage can be effective immediately.