01
One tap
Pick Your Path
First question: do you already own an annuity, or are you considering one? Owners get a review of the contract they hold. Shoppers get a fit assessment — whether an annuity makes sense for them at all.
How it works
Four steps to clarity.
A quiet, structured way to find out where you stand — whether you already own an annuity or you're still deciding. Including when the right answer is to keep what you have, or not buy at all.
02
About a minute
Answer a Few Questions
Tap-to-answer questions matched to your path — no policy number, no account numbers, no typing. Sage, our annuity analyst, scores your answers instantly against a consistent five-pillar framework.
03
Instant
Your Score and Report
Owners receive an Annuity Position Score; shoppers receive an Annuity Fit Score. Both come with a plain-English report — including the cases where the honest answer is that an annuity isn't your fit, or that you should keep what you have. No dollar projections. No guarantees.
04
Your pace
Your Options, No Pressure
The website itself never gives advice. When you complete the form, you choose whether we may contact you by checking the consent box. If you consent, a licensed insurance specialist in your state may review your file and follow up about your results.
What we don't do
- We do not give advice on the website. If you consent to contact, a licensed insurance specialist in your state may follow up about your results.
- We do not guarantee outcomes or project dollar figures.
- We do not push replacements or purchases. Sometimes the answer is keep what you have — or don't buy.
- We do not ask for account numbers or personal financial data to run your score.