Looking at things from a different perspective gives you a better perspective.
At Annuity Alliance, we approach buying annuities from a different point of view. This point of view is rooted in the thinking that consumers should be thoroughly educated before deciding to purchase an annuity. Annuity Alliance provides you with the tools and resources to make an informed decision – including access to highly-trained and independent annuity professionals across the United States.
We live in a human world where all of us deal in numbers.
In the annuity market, everyone works with numbers. That’s no surprise. However, numbers don’t define our success as a firm because clients are more than just statistics. You have different retirement planning goals based on your current situation, and sifting through all the available annuities can be cumbersome and confusing.
Annuity Alliance defines success by helping you break down the annuity products to best fit your lifestyle. That’s why we provide consumers with access to experienced professionals who are trustworthy, highly trained, and empathetic to your concerns and situation. Through Annuity Alliance, you gain access to a local financial professional who will review your options and align an annuity with your retirement planning goals.
An Annuity Alliance professional always knows the person behind a portfolio.
As your agent gets to know you, your stage in life, and what you want to achieve, then your financial professional can provide you with a holistic solution for retirement planning. Life events can affect each stage when planning for your future, and an annuity can help you prepare for expected and unexpected costs during retirement.
Due to the current COVID-19 environment, Annuity Alliance also will coordinate with your selected agent to ensure social distancing practices and virtual meetings make for a safe environment to discuss annuities.
What we expect from financial professionals, we expect from ourselves.
Annuity Alliance provides you with a licensed financial professional that leverages top-rated carriers and online annuity tools to review rates and products to help you feel confident in purchasing an annuity. An agent will present potential annuities so you can make an informed decision on what product best fits your situation.
Our team wants you to be comfortable about choosing a licensed agent, and we connect the dots to make the selection process much easier. Annuity Alliance only works with agents if we feel they work professionally with clients and give each person multiple annuity options to review before purchasing an annuity.