If you’re a retiree who considers yourself solidly middle-class and have the financial assets to prove it, consider yourself lucky. Although America has a whopping $24 trillion…Read more.

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Annuity Basics can help answer your questions, or walk you through step-by-step tutorials on annuities.


Annuity FYI’s exclusive guides cover a range of annuity and retirement planning topics.


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    ~ Richard

  • I received your e-mail yesterday, and I want to really thank you from the bottom of my heart for your concern and interest.
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5/5 Stars

Thank you so very much for taking the time to call me earlier tonight. It was truly a bonus to be able to put you on speaker allowing Diane to listen in as you answered my questions. I get a tremendous amount of comfort knowing that, regardless of what might happen to me, she will always have an adequate income. I continue to tell her that, should something happen to me, she should call you and follow the advice you provide her. She has had your phone number in her contacts list for numerous years. I am more grateful today than ever that you took the time 8 years ago to educate me regarding my retirement options and that the education led to the purchase of the Ohio National annuity.

I look forward to the next time we have the opportunity to talk. God bless you and your family and thank you for being there for us.



Fixed Indexed Annuities Can Offer Financial Security

In a recent article for The Market Mogul, Benjamin Votroubek explained “Why the Annuity Provides (a) Secure Retirement.” For the past five years, stock market returns ...

Income Annuities Follow the Shared Resource Trend

Sharing resources has become very trendy over the past few years. Although this kind of philosophy is what our ancient ancestors did just to survive, it seems like we’ve ...

An Annuity Can Create A Retirement Income Salary Now or Later

Stan The Annuity Man Haithcock often shares interesting facts about the origins of annuities. In one of his latest Marketwatch articles, “The best way to get your ...

Five Reasons Fixed Indexed Annuities Are In Demand

The fixed indexed annuity market has been strong over the past couple of years and experts don’t think that will change anytime soon. LifeHealthPro’s Peggy Bresnick ...



AnnuityFYI is devoted to educating investors and financial professionals about annuities. Annuity FYI was launched in November of 2000 and since then has become the nation’s most respected resource for learning about, comparing, and selecting annuities.

There are over 2,000 insurance companies in the US offering more than 15,000 annuity products. Most of these are just plain poor investments, with high fees and commissions. We believe that fewer than 2%, or 300 of them, are potentially exceptional investments worthy of your consideration. Our mission is to seek out the very best annuities and annuity riders among the thousands of products in the marketplace, and give investors the expert resources necessary to make an informed annuity purchase.

Our Annuity FYI Affiliates are always a phone call away to answer your questions, and are trained to qualify your needs, goals, and risk tolerance; direct you to annuities that are best-in-class and suited to your needs, and help you avoid annuities that are not in your best interest; and recommend the best product(s) based on your individual needs. If you are already working with a financial professional who does not specialize in annuities, Annuity FYI can work with the advisor to recommend the most suitable annuity. If you are not working with a financial professional, Annuity FYI can refer you to an Annuity FYI Affiliate who can oversee the investment of an annuity; service your needs on a regular basis to be sure your investment goals are aligned with your annuity portfolio, including regular review of your portfolio and notification of outstanding annuity investment opportunities and special offers.