Find the Perfect Annuity for Every Client

Professional annuity recommendation platform with AI-powered matching, top-rated products, and instant illustrations. Start your 60-day free trial today.

Features

Everything you need to serve your clients

Smart Matching

Answer a few questions about your client and get personalized annuity recommendations instantly.

Top 25 Rankings

Access our curated list of the top 25 annuities with financial strength ratings and key features.

PDF Illustrations

Generate professional annuity illustrations and save them as PDF files. Available with Pro tier.

Monthly Leads

Receive qualified annuity leads every month with our Expert tier subscription.

Financial Ratings

All products include AM Best financial strength ratings for client confidence.

Regular Updates

Stay current with the latest annuity products, rates, and market insights.

Pricing

Choose your plan

60-day free trial on all plans

Starter

$15/month
  • Annuity recommendation engine
  • Top 25 rankings
  • Client profile management
Start Trial
Popular

Pro

$20/month
  • Everything in Starter
  • Create illustrations
  • Save as PDF files
  • Unlimited storage
Start Trial

Expert

$25/month
  • Everything in Pro
  • Monthly qualified leads
  • Priority updates
  • Advanced analytics
Start Trial