Over 10 years as a leading financial resource
Nearly 3 million readers per year
25,000 customers helped
Articles reviewed by certified & licensed financial experts
Licensed insurance agency
What We Do
Annuity.org helps you understand whether an annuity may be right for you, and if so, how to choose the product and provider that best meets your needs. We work with trusted industry leaders to educate consumers and help them make informed decisions about retirement income planning.
What Is an Annuity? | How To Buy an Annuity | Best Annuity Providers | Retirement Planning
How We Make Money
Annuity.org offers its readers free articles thanks to its network of business partners, advertisers, and affiliates. These partners see our content as a way to connect with consumers interested in their products and services.
We clearly label any ads, separating them from our independent editorial content.
Sometimes, we include links to our partners or affiliates with whom we have a business connection. However, Annuity.org operates independently and has complete editorial control over all the information we publish.
Although we are a licensed insurance agency, Annuity.org does not sell annuities or any insurance products. We do not receive compensation to promote any specific product or provider in our editorial content.
! Please seek the advice of a qualified professional before making financial decisions.
Who We Are
Annuity.org has been a reliable source of information and tools for people interested in learning about and purchasing annuities since 2013.
We offer easy-to-understand articles, expert-reviewed content and videos to simplify complex financial concepts in the retirement income landscape.
Our network of qualified professionals can provide personalized guidance to help you reach your financial goals.
The Annuity.org Editorial Team
Annuity.org’s editorial team includes financial writers, editors, researchers and journalists, many of whom have obtained credentials in the financial or insurance marketplace. We also collaborate with certified financial advisors and consultants who provide valuable insight and contributions.
Our Writers & Researchers
Our Editors
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Lamia ChowdhuryFinancial Editor -
Michael Santiago, CRPC™Senior Financial Editor -
Emily MillerManaging Editor
Our Principal Financial Analysts
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Stephen Kates, CFP®Principal Financial Analyst for Annuity.org -
Dean DiPaolo, CPAPrincipal Financial Analyst for Annuity.org
Annuity.org Advisory Boards
Annuity.org’s advisory boards ensure the quality and credibility of our content. These experts inform, ideate and review articles for accuracy, aligning them with current trends and audience needs. They guide our writers, enhancing the clarity and impact of our publications. Through their collaboration, we deliver well-researched, accurate and valuable information to our readers.
Why You Can Trust Us
Editorial and Ethical Standards
Annuity.org is dedicated to offering valuable financial information to help people make informed decisions while prioritizing their safety and security. Our reporting adheres to strict journalistic standards and only quotes from reliable sources. Our content is thoroughly researched and attributed to our sources.
The content we publish is based on our readers’ needs and is not controlled by our partners or advertisers. Our editorial team operates independently to provide valuable content for our readers. We prioritize our mission of providing helpful content and aligning with our values.
Professional Designations, Memberships and Awards
Our expert contributors hold licenses and professional designations from organizations such as the Financial Industry Regulatory Authority (FINRA) and The American College of Financial Services, including the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Chartered Life Underwriter (CLU®) designations.
- AFC®: Accredited Financial Counselor
- CAS®: Certified Annuity Specialist
- CFA®: Chartered Financial Analyst
- CFE: Certified Fraud Examiner
- CFP®: Certified Financial Planner™
- CIC: Certified Insurance Counselor
- CLTC®: Certification for Long-Term Care
- CMP™: Certified Medicaid Planner™
- CPA: Certified Public Accountant
- CRPCTM: Chartered Retirement Planning Counselor
- NSSA®: National Social Security Advisor
- RIA: Registered Investment Advisor
Annuity.org’s writers and editors are members of professional organizations that offer financial counseling and certification, including the National Association for Fixed Annuities (NAFA), the National Association of Insurance and Financial Advisors (NAIFA) and FinCert, a division of the Institute for Financial Literacy. Our editorial team has received multiple financial and educational content awards.
Our External Relationships Team
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Michael Santiago, CRPC™Senior Financial Editor
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Stephen Kates, CFP®Principal Financial Analyst for Annuity.org
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Jennifer Schell, CAS®Financial Writer, Certified Annuity Specialist®
Organizational Credentials
Annuity.org has been accredited by the Better Business Bureau and has an A+ rating from the Better Business Bureau for ethical practices. We follow their standards and our own guidelines to help you make informed financial decisions. The BBB evaluates businesses based on their trustworthiness — including honesty, transparency, responsiveness and integrity.
Annuity.org has a 4.3 rating — out of 5 — on Google Business Profile, based on customer reviews. Google Business Profile (formerly known as Google My Business) is similar to a social media profile for local businesses. It presents customer reviews when people search for a specific business.
Media Mentions
Annuity.org has been cited in Kiplinger, USA Today, CNET, GOBanking Rates, the Wall Street Journal and Yahoo! Finance among other reputable publications. We continue to strive to be a leader in financial and insurance industry news, policy and education.
