Annuity Atlas
About

Our mission

Annuities deserve honest research

Annuities are one of the most important — and most mis-marketed — financial products a retiree can buy. Annuity Atlas exists to cut through the brochure language, remove the conflicts of interest, and give shoppers the clarity they need to decide whether an annuity belongs in their plan at all.

At a glance

Products analyzed
100+
Carriers reviewed
20
Scoring criteria
5 weighted
Rating refresh
Quarterly
01

In an industry full of conflicts of interest, we took a different route

The four principles the site is built on — and the things we refuse to do even when they would be more profitable.

Principle 01

Independent

Not owned by, affiliated with, or funded by any insurance company. Our ratings reflect consumer benefit — not a carrier's distribution goals.

Principle 02

Data-driven

Rankings are built from an algorithmic scoring model across financial strength, income payouts, fees, flexibility, and service quality.

Principle 03

Transparent

Full methodology published. Every partnership disclosed. No hidden fees, no dark-pattern forms, no trading reviews for referrals.

Principle 04

Expert-reviewed

Every analysis is cross-checked by licensed professionals with direct experience in annuity product design and distribution.

The Annuity Atlas credo · published at /aboutWhat we refuse to do

02

A 100-point model, pressure-tested by humans

Consumers deserve the same caliber of analysis that institutional investors get. Here's the model — published openly so you can challenge it.

Scoring weights · 100 points

Rating methodologyRev. 04 · 2026
0100 pts
  1. 01Income options25%
  2. 02Financial strength25%
  3. 03Fees & costs20%
  4. 04Flexibility15%
  5. 05Customer service15%

Published openly — updated quarterly

No scoring category is ever waived in exchange for a carrier relationship. The model applies uniformly across every product reviewed.

Process · four stages

01

Data collection

Aggregated from insurance company filings, AM Best, S&P Global, state regulatory databases, and direct carrier submissions.

02

Quantitative scoring

Each product scored across five weighted categories — income options, financial strength, fees, flexibility, and service.

03

Expert review

Licensed professionals validate the model, pressure-test income projections, and weigh qualitative factors the algorithm misses.

04

Continuous monitoring

Ratings refresh as carriers release new products, adjust rates, or receive updated financial strength ratings from agencies.

03

The bar we hold ourselves to

Editorial independence, accuracy, and transparency — the three things we'll refuse to compromise on even when it costs us revenue.

100+ products analyzed20 carriers reviewedQuarterly updatesNo affiliate biasExpert-reviewed contentFree consumer tools
04

How we produce, review, and correct our content

Annuity Atlas is committed to accurate, unbiased, and actionable information about annuity products. The editorial team operates independently from any commercial partnership.

See legal & disclosures

Every review is researched, written, and reviewed by qualified financial professionals. Every data point is cross-checked against primary sources — AM Best, S&P Global, and state insurance department filings.

When we recommend a product, the recommendation is based solely on our published scoring methodology. We may earn compensation when readers connect with a licensed specialist, but that relationship never influences a rating, a ranking, or an editorial decision.

Ratings refresh quarterly as carriers release new products, adjust rates, or receive updated financial strength ratings. If you believe anything on this site is inaccurate, email the editorial team and we'll investigate within two business days.

Spot an error?

Flag an error or request a correction at admin@annuity-atlas.com.

Get in touch

Questions on research, methodology, or a partnership?

We read every message. For corrections, methodology questions, or media inquiries, the fastest path is email.

Office
San Antonio, TX

Start a review

Get a personalized annuity analysis — free

A licensed specialist reviews your goals, runs the numbers, and tells you whether an annuity fits — or doesn't.

Get free analysisTry the calculator