The Annuities Institute
Annuities Institute was formed by a group of experienced retirement advisors united in their goal to help individuals 50 and older receive objective and accurate planning assistance to get the most from their retirement plan.
The founding members provide a comprehensive list of personal and friendly services - many on a no-fee basis - focused on ways seniors can improve their financial security, retirement income and asset protection. Our extensive network extends to many of the brightest financial advisors, insurance specialists, estate planners, tax consultants and long term care specialists in the nation.
As an independent body, we work to improve the quality and capabilities of senior advisors nationwide, by encouraging the highest standards of training, readiness and planning qualifications. We are a strong advocate of independent planning over restrictive affiliations, and promote open market access to ensure retirees are made aware of the widest possible choice of options and services they can utilize.
Some of our ongoing objectives to support seniors include:
- to provide an experienced framework of qualified planning specialists nationwide that can assist individuals in objectively reviewing and exploring the mechanics of utilizing annuities within a retirement plan or investment portfolio
- connect individuals with qualified planning advisors that have proven skill sets, experience and a track record of providing high quality advice and information
- raise awareness for the different types of annuities available, and to encourage individual consumers to become more proactive in exploring their options for financial planning, estate planning and long term care
- to promote independence and positive awareness for retirement planners that adopt personalized planning services, and to discourage financial investment firms from providing "one-size-fits-all" financial products made ready-to-sell through national broker houses.
The Annuities Institute does not represent, endorse or directly provide access to any specific financial products or annuities. We encourage our network of independent advisors to maintain the highest levels of personal qualifications and market accessibility, and to provide the best planning services possible by objectively focusing on retirement needs and matching them with the most appropriate planning solutions and recommendations.
For more information about the Annuities Institute, please email us. If you would like to arrange a friendly telephone interview with a qualified planner near you, please complete our assistance form, or call us toll free at 1-888-429-3070.
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