Why Use An Annuity Broker?

Shawn Plummer

CEO, The Annuity Expert

Benefits of Using an Annuity Broker

An annuity broker, such as The Annuity Expert, offers several key advantages when you are considering purchasing an annuity for your retirement needs:

  1. Expert Knowledge of Annuities: Annuity brokers possess specialized knowledge about different types of annuities. This expertise allows them to explain complex features and terms in a straightforward manner.
  2. Personalized Support and Guidance: A good annuity broker provides personalized assistance. They take the time to understand your specific retirement goals and financial situation, ensuring that the advice given is tailored to your needs.
  3. Wide Range of Options: Brokers have access to a variety of annuity products from multiple companies. This broad selection means you’re more likely to find an annuity that fits your unique needs. Unlike firms like Fidelity, which may not offer certain products like fixed-indexed annuities, brokers can provide a more comprehensive selection.
  4. Objective Advice: Since brokers are not tied to any one provider, they can offer unbiased advice. This objectivity helps in making informed decisions without the pressure of being sold a specific product.
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Examples of How an Annuity Broker Can Help

  • Scenario 1: A retiree looking for a stable income stream might be recommended an immediate annuity.
  • Scenario 2: A younger individual focused on long-term growth could be guided towards a deferred annuity with growth potential.
  • Scenario 3: Someone seeking a balance between growth and security might find a product that like fixed-indexed annuities, sometimes isn’t offered by certain companies.
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Choosing the right annuity can be a complex process. An annuity broker like The Annuity Expert can simplify this process, offering expert advice, a wide range of options, including products not available through certain companies, and personalized service to ensure you find the best annuity for your retirement needs.

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Frequently Asked Questions

Is an Annuity Broker like a financial advisor?

An annuity broker differs from a financial advisor in that the former specializes in annuities while the latter offers more of a comprehensive approach to personal finance. While an annuity broker can provide advice on which product to choose, they cannot advise about investments or tax strategies.

How do I know if an Annuity Broker is reputable?

Reputable annuity brokers will be registered with the Financial Industry Regulatory Authority (FINRA) and have a valid insurance license. When choosing an annuity broker, checking credentials, researching customer reviews, and asking for references are important.

What qualifications should an Annuity Broker have?

An annuity broker should have certifications such as Series 6 and Series 63 licenses. Additionally, they should know the different types of annuities and be able to explain them clearly to you. Lastly, they should be able to provide references or customer reviews from prior clients.

Shawn Plummer

CEO, The Annuity Expert

Shawn Plummer is a licensed financial professional, insurance agent, and annuity broker with over 14 years of first-hand experience with annuities and insurance. Since beginning his journey in 2009, he has been pivotal in selling and educating about annuities and insurance products. Still, he has also played an instrumental role in training financial advisors for a prestigious Fortune Global 500 insurance company, Allianz. His insights and expertise have made him a sought-after voice in the industry, leading to features in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, The Simple Dollar, U.S. News and World Report, Women’s Health Magazine, and many more. Shawn’s driving ambition? To simplify retirement planning, he ensures his clients understand their choices and secure the best insurance coverage at unbeatable rates.

The Annuity Expert is an independent online insurance agency servicing consumers across the United States. The goal is to help you take the guesswork out of retirement planning and find the best insurance coverage at the cheapest rates

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