Free retirement income education
Learn about annuities, at your pace.
Short, plain-English videos — the downsides first, and how to tell if an annuity belongs in your retirement. Free, no sign-up to watch.
Annuities, explained — the free masterclass
What annuities are, the downsides first, and how to tell if one belongs in your retirement.
Watch →What to expect on your call
How the free call works — about 30 minutes, no pressure, no obligation.
Watch →Surrender charges, in plain English
What they are, why they exist, and what to ask before you sign anything.
Watch →Annuity vs. CD
How they're alike, how they differ, and what to weigh for your situation.
Watch →The main types of annuities
The main types of annuities — what each one is built for, and the trade-offs to weigh.
Watch →Questions to ask any agent
The questions worth asking anyone before you buy an annuity.
Watch →Ready to see if an annuity fits your retirement?
Take the 60-second quiz — free, no obligation.