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Annuity analysis

How the analysis works

  1. 1. Pick your goal

    Guaranteed lifetime income, growth, or a guaranteed rate. Each goal is ranked on its own carrier table, so this choice decides which products you see.

  2. 2. Share a few details

    Your age, state and the amount you want to place. Products are limited to those available in your state and issued by carriers rated B++ or better by A.M. Best.

  3. 3. See quoted results

    Income figures are carrier quotes for your age and income start age, not projections. Rate products are ranked on the guaranteed yield you keep through the surrender period.

  4. 4. Keep the report

    Your matches show on screen with no email required. Leave your contact details if you want the lite report sent to you or a call with a licensed agent.

Annuity products are issued by insurance companies and not guaranteed by any bank or the FDIC. Results shown are quoted from current carrier-filed rates under the answers you provide. Rates refresh nightly and change without notice. These are quotes under stated inputs, not projections of market performance, not a guarantee of future income, and not a recommendation to purchase. Licensed insurance professionals affiliated with this site receive commissions from issuing insurance companies when an annuity is purchased. See our legal & disclosures.