Speak with a Registered Agent: 1-866-223-2121

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Speak with a Registered Agent: 1-866-223-2121

Contact Us By Email

Our Services

Our Services

Whether you are new to annuities, considering purchasing an annuity, or own annuities, Annuity FYI offers a service designed to help you. All of these high-value services are provided by licensed professionals able to represent all companies and products on the market today, and there is never any obligation. All consultation services are conducted remotely, from the comfort of your home, by phone or video call.

Trusted, Secure and A+ Rated by the Better Business Bureau

Portfolio Review & Retirement Planning Consultation

Discover how annuities can potentially enhance your investment portfolio.

Consult with a licensed professional to discuss your investment objectives and needs

Customize a strategy utilizing specific annuity products that will compliment your greater retirement plan

Ensure you don’t miss potential benefits by considering all your annuity options.

Cost: $149

Free consultation

(limited time offer)

Request Consultation

or Call

1-866-223-2121

Personalized Quotes & Real Time Rates

Compare thousands of annuities to find the highest rates available in your state and get real-time quotes.

Get Real-time Fixed Rate (Multi-year Guarantee Annuity) Quotes.

See how much the top guaranteed income annuities are currently providing.

Get Real-time Guaranteed Income Annuity Quotes.

Cost:

Free consultation

Request Consultation

or Call

1-866-223-2121

Annuity Rescue Program

Is your annuity underperforming or underwater? We can help you!

Due to the current rate environment, you may be eligible for our rescue program.

Upgrade to a higher-performing product by trading in your current one!

This is a time-sensitive opportunity that won’t last forever, act now!

Cost:

Free consultation

Request Consultation

or Call

1-866-223-2121

Second Opinion

Ensure your annuity purchase is the optimal choice available, eliminating regrets and buyer’s remorse.

Gain confidence that your planned annuity perfectly aligns with your needs in today’s market.

Allow a licensed professional to evaluate the annuity you are considering

Compare annuities to thousands in the marketplace (not just those your advisor is licensed to sell)

Cost: $99

Free consultation

(limited time offer)

Request Consultation

or Call

1-866-223-2121

About Annuity FYI

Annuity FYI, launched in November 2000, is the nation’s leading resource for annuity education, comparison, and selection, dedicated to investors and financial professionals. Our mission is to identify top annuities and riders from the vast marketplace, providing expert resources to empower informed annuity purchases.

Testimonials

Debbie K.

EXCELLENT team that did and continue to do the research in scouring the annuity marketplace to meet my needs! Great customer service and attention to detail. I did not get the expected ‘pushy sales approach’ and they continue to provide the on-going service and always answer my requests in a timely manner.

David B.

Very helpful and efficient. Understood my immediate and long term needs. Worked very quickly to meet them. Will use them again if needed.

Have questions about annuities?

Speak with a licensed professional to learn how annuities can help you in retirement.

1-866-223-2121

Request Consultation Form

If you have questions or would like more information, please complete this form and a licensed professional will be happy to help.

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By providing your information and clicking 'Submit' above, you acknowledge that you have read and agree to this site's privacy policy. You also provide your consent to be contacted at the email address or phone number provided above (including any wireless number) by licensed agents or representatives from or on behalf of Somerset Wealth Strategies, LLC and other companies to provide the information requested and/or offer annuities or financial products. You understand that these calls or SMS messages may be generated using an automated telephone dialing system, a pre-recorded message, or artificial voice. Consent to receive such messages is not a condition to purchase any goods or services. You may opt out at any time by following the instructions in the messages you receive.  Receiving quotes and information through our website is free, and you are under no obligation to purchase any goods or services as a result of this request. You affirm that you are the subscriber of the provided telephone number or that the subscriber authorized you to provide the number. Message and data rates may apply. Somerset Wealth Strategies, LLC is committed to respecting your privacy and adhering to all applicable laws and regulations, including the Telephone Consumer Protection Act (TCPA).

Your resource for learning about, comparing, and selecting the most competitive annuities since 2000.

Speak with a Registered Agent:
1-866-223-2121

Contact Us By Email

© Copyright AnnuityFYI 2026

A Somerset Wealth Strategies, LLC Property.
4600 S Kelly Avenue, Portland, OR 97239

Disclosure: The following Disclosure, together with our Terms & Conditions and Privacy Policy, governs your use of www.annuityfyi.com and any pages or links from it. By using this website, you agree to these terms. The terms “Annuity FYI,” “AnnuityFYI,” “we,” “us,” or “our” refer to AnnuityFYI.com, Somerset Wealth Strategies, LLC, and our affiliated Somerset companies and their representatives. The term “you” refers to any user of this website. AnnuityFYI.com is owned and operated by Somerset Wealth Strategies, LLC, an independent Oregon firm founded in 1997 by Thomas B. Hamlin, founder of the Somerset family of companies.

Annuity FYI is a fixed-annuity-only website; we do not offer or transact in securities, variable annuities, or products sold by prospectus or private placement memorandum (PPM). The website includes specific fixed annuity information—such as product details, rates, and features—but this information is provided for general informational and educational purposes only and does not take into account your individual objectives, financial situation, or needs, nor does it constitute legal, tax, or investment advice.

When you call or email Annuity FYI, you work directly with a licensed Somerset professional who can discuss your goals, income and liquidity needs, and overall retirement picture and may provide personalized fixed annuity recommendations in an education-first, no-pressure conversation. Somerset is independent and not owned by any insurance company; we represent more than 100 insurers and are typically compensated by the issuing carrier if you purchase an annuity through us, or by clearly disclosed advisory fees through our affiliated RIA and broker-dealer for any registered products or advisory services discussed. All guarantees on fixed annuities are backed by the claims-paying ability of the issuing insurer, are not insured by the FDIC or any other federal agency, and are subject to the terms of the contract and the rules and limits of any applicable state guaranty association. Products, features, and availability vary by state. You should carefully review all contracts and disclosures and consult your own tax, legal, and financial professionals before making any financial decisions.