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Complete this form (or call 1-866-223-2121 for immediate service), to receive personalized immediate & deferred income annuity quotes while our real-time quoting system undergoes an upgrade. Your information is safe and never shared or sold. Quotes are provided by email.

We don’t sell or share your information with anyone, ever — only Somerset Wealth Strategies, LLC will contact you to help with your request. We may reach out by call, text, or email to answer your questions and provide annuity information. You can opt out anytime. Message/data rates may apply. By clicking “Submit,” you agree to our Privacy Policy and Full Disclosure. You confirm you’re the subscriber or have permission to use the phone number provided. 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).

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About Annuity FYI

We take a personal, low-pressure, education-first approach so you can feel confident in your decision.

Unlike other sites, we handle all inquiries in-house and don’t refer to outside agents.

Your information is always private; we never sell or share it.

We both want to thank you so much for helping us. We really appreciate your explanation of fixed indexed annuities.

Thank you again,
Joe and Gerry

What We Do

We are annuity experts. We are dedicated to helping you find the right annuity for your needs. Annuity FYI provides direct access to licensed professionals who can guide you through your options. Our team works with you one-on-one to understand your goals, explain products, and provide quotes. Once you’ve chosen the right annuity, you can purchase it directly through us. We can plan your retirement or serve as the annuity experts within your retirement planning team.

Why Work With Us

Many people have a financial advisor, but not every advisor specializes in annuities or has access to the full marketplace. That’s where we come in. As an independent firm, we offer access to thousands of annuity products from more than 100 carriers—not just a limited lineup—and can present options your advisor may not have access to. Finding the right annuity isn’t just about rates; it requires clear explanations of product features, benefits, and tradeoffs.

About Us

Terms

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