Take The Guesswork Out Of Your Retirement And Insurance Needs

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The Annuity Expert is an online annuity broker, insurance agency, and retirement planner. Our financial advisors and insurance agents help teach you everything you need to know to make a confident decision. Use our Learning Labs as a starting point, and then contact us for free help and quotes.

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Years

We’ve been helping consumers with personal finance solutions since 2009.

Annual Readers

We educate millions of Americans about annuities, insurance, and personal finance.

Loss

None of our customers have lost money to stock market volatility.

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1,000+ products from the nation’s top insurance providers.

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Personal Finance Tools

Use our financial tools to make informed decisions about annuities, investments, insurance, and retirement. Our accurate tools combine expert knowledge, industry-standard formulas, and current economic trends to provide the resources you need for a secure financial future. Please take advantage of our calculators to maximize your finances.

Annuity Calculator

See the estimated monthly retirement income you could be guaranteed to receive with an annuity.

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Retirement Calculator

To gain clarity on exactly when you can retire, start here.

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Life Insurance Quotes

Compare life insurance quotes from 29 companies to find the best policy at the lowest cost to you.

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Interest Calculator

Determine how much your savings can grow using the power of compound interest.

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What Our Clients Say

Uncover what our customers are saying about the efficiency of our savings, customer service quality, and openness.

Great experience! Shawn was very responsive and made the process very simple. Appreciated his honesty and transparency with respect to LTC mandated by the state. I would highly recommend him.

Kelly B.

Washington

Spent a good amount of time trying to help me with my issue. Spent the time needed to make sure I understood the options to pursue to get the right answers to my questions.

Charles Z.

Texas

With so many various annuities promising good rates, I received excellent help from the “annuity expert”. He was able to explain well the various choices and help me with solid advice to make the right decision for my financial future. I would HIGHLY recommend using the great service.

Howard H.

New Hampshire

I have been working with Shawn at The Annuity Expert and this has been a great experience. As a retired Life Insurance agent I can appreciate when someone goes about their business in a very professional way. Shawn has provided me with the information I was looking for and offered suggestions that were right on target.

David U.

Florida

Latest Posts

Latest Annuity Post

Are Indexed Annuities Fixed or Variable?

Are Indexed Annuities Fixed or Variable? Indexed annuities are a combination of both fixed and variable features. Fixed index annuities (FIAs) offer a guaranteed minimum interest rate, much like a traditional fixed annuity or CD, but the opportunity for growth is tied to the performance of a stock m

Latest Retirement Post

How to Invest Your 401(k) in Gold

Investing Your 401(k) in Gold In today’s uncertain market, many people want to protect their retirement savings by investing in assets that historically hold value, like gold. By transferring a 401(k) in-service distribution or rolling over an old retirement account into a fixed index annuity with

Latest Insurance Post

Are Accelerated Benefits Taxable?

Are Accelerated Benefits Taxable? Accelerated benefits, also known as living benefits, are payouts from a life insurance policy made to the insured before death, often used to cover medical or long-term care expenses. Whether these benefits are taxable depends on the specific circumstances and usage

Latest Investing Post

Taxable Vs. Tax Deferred Vs. Tax-Free Investment Calculator

Taxable vs. Tax-Deferred Calculator When you invest money, there are three main types to consider: taxable, tax-deferred, and tax-free. Taxable investments mean you pay taxes on the money you make each year. This includes things like earnings from stocks or interest from a CD. Tax-deferred is when y

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