- [email protected]
- 474 - 937-8270
How It Works
Find the Right Annuity in 3 Simple Steps
No More Guesswork. No Sales Pressure. Just the Right Solution.
Our cutting-edge tool takes the complexity out of annuities. In just a few minutes, you’ll be matched with the best Fixed Indexed Annuity for your needs—backed by data, not sales tactics.

Step 1
Answer a Few Simple Questions
We’ll ask you a few quick questions about your:
- Retirement Goals - Income, growth, security, or a mix?
- Risk Tolerance – Do you want protection from market losses?
- Time Horizon – When do you need to access your funds?
- Takes Less Than 2 Minutes!

Step 2
Get Your Personalized Annuity Match
Our technology filters through top Fixed Indexed Annuities to find options that fit your financial situation.
- Principal protection – Your money is safe from market downturns.
- Growth potential – Earn interest based on market performance (without direct exposure).
- Tax advantages – Enjoy tax-deferred growth and potential legacy benefits.
- Takes Less Than 2 Minutes!

Step 3
Connect With a Licensed Professional for Clarity
Want to fully understand how an annuity fits into your financial plan? Speak with an expert in minutes.
Our licensed professionals help you:
- Break down your options so you understand how annuities work.
- Ensure the annuity is the right fit for your situation.
- Answer any questions—no pressure, no obligations.
Why Use AnnuityAI?
- No sales calls. No hidden fees. No obligations.
- Just simple, transparent, and personalized annuity recommendations.
Join thousands of people using AnnuityAI to take control of their retirement.