The Perfect Annuity For You | The Annuity Expert (2024)

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Annuity and Insurance Labs

Our learning lab specializes in financial education, focusing on annuities, insurance, and retirement planning. We offer guides, personal finance advice, and product reviews to help you make informed decisions for a stable financial future.

  • Annuities
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  • Long-Term Care Planning
  • Disability Insurance
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Today's Interest Rates

Shop and compare current interest rates to grow your savings

  • Savings Account Rates
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Calculators

Free financial calculators to help make the best decision for your personal finance needs.

  • Retirement-Based Calculators
    • Annuity Calculator
    • Retirement Savings And Income
    • How Long Will My Retirement Savings Last?
    • Retirement Taxes And Penalties
    • Traditional IRA
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  • Investing-Based Calculators
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    • Compounding Interest
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  • Insurance-Based Calculators
    • Life Insurance
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    • Life Expectancy
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    • Long-Term Care
  • Learning Labs
    • Annuities
    • Life Insurance
    • Long-Term Care Planning
    • Disability Insurance
    • Travel Insurance
    • Retirement Planning
    • Personal Finance
    • Healthcare Insurance
    • Business Insurance
    • Marketplace
  • Today's Interest Rates
    • Savings Account Rates
    • CD Rates
    • Money Market Rates
    • Fixed Annuity Rates
  • Calculators
    • Retirement-Based Calculators
      • Annuity Calculator
      • Retirement Savings And Income
      • How Long Will My Retirement Savings Last?
      • Retirement Taxes And Penalties
      • Traditional IRA
      • Roth IRA
      • 401(k)
      • Required Minimum Distributions (RMD)
      • Social Security Benefits
      • Social Security Taxes
      • Inherited IRA
      • 72(t) Distribution
      • Roth Conversion
      • 403(b)
      • Thrift Savings Plan
    • Investing-Based Calculators
      • Savings Accounts
      • CD Calculator
      • APY Calculator
      • Compounding Interest
      • Simple Interest
      • CD Ladder
    • Insurance-Based Calculators
      • Life Insurance
      • Mortgage Protection Insurance
      • Funeral Insurance
      • Life Expectancy
      • Disability Insurance
      • Long-Term Care
  • Reviews
  • About Us

Search

Find the ideal retirement and insurance plan from 100+ insurance companies tailored to meet your specific needs!

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Learning Lab

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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Make shopping for insurance easier and get the best policy at a great price. Check out our marketplace today!

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Our results in numbers

+

Years

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

M

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.

Companies

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 CalculatorSee the estimated monthly retirement income you could be guaranteed to receive with an annuity.Learn More
Retirement CalculatorTo gain clarity on exactly when you can retire, start here.Learn More
Life Insurance QuotesCompare life insurance quotes from 29 companies to find the best policy at the lowest cost to you.Learn More
Interest CalculatorDetermine how much your savings can grow using the power of compound interest.Learn More

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 PostHow To Put Your Pension In A Roth IRASteps to Move Your Pension into a Roth IRA: You cannot directly move your pension into a Roth IRA because pensions are typically pre-tax accounts, while Roth IRAs are funded with after-tax dollars. However, there’s a multi-step process to achieve this goal, involving some key considerations. Tax C
Latest Retirement PostRetirement Withdrawal Rates at Age 55Retirement Withdrawal Rates at Age 55 At age 55, the traditional approach to retirement withdrawal is the 4% rule, which suggests withdrawing 4% of your retirement savings each year to help ensure your funds last throughout your lifetime. This method assumes a moderate growth rate and helps protect
Latest Insurance PostCan Creditors Take Money from Life Insurance?Can Creditors Access Life Insurance? Life insurance is a crucial part of financial planning, providing security for your loved ones. But can creditors claim life insurance proceeds? In this guide, we explain when life insurance is protected from creditors and when it might be at risk. Here’s w
Latest Investing PostTaxable Vs. Tax Deferred Vs. Tax-Free Investment CalculatorTaxable 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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The Perfect Annuity For You | The Annuity Expert (2024)
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