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About Us

Our Mission to Empower Retirees

In the midst of a national retirement challenge, we offer consumers clear, honest, and objective information about financial products with the goal to empower individuals to make informed decisions about their financial well-being. Our aim is to match you with the right annuity products that best fit your lifestyle, goals, and unique challenges.

Group 50 (1)
Providers
 

Our Insurers

We’re partnered with some of the leading insurance providers in the business to give you access to a variety of competitive annuity products on the market. Browse our catalog of insurers below.

Find Answers with Your Client Concierge

Our Client Concierge team serves as a retirement resource for you. They will give you a call to answer any questions you may have about annuities, then will assist you in finding a licensed insurance and financial professional to help you reach your retirement goals.
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    Aaron Davis

    Client Concierge

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    Amina Luckett

    Client Concierge

  • Susan Mulligan copy

    Susan Mulligan

    Client Concierge

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    Leigh Ann Kiernan 

    Client Concierge

  • David Dixon

    David Dixson

    Client Concierge

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    Des Primus

    Client Concierge

  • Sandra Sarff

    Sandra Sarff

    Client Concierge