Our Mission
Annuity.org has been a trusted source for personal finance information for more than 10 years. We combine accurate, timely research with unique insights from consumers and professionals to provide helpful, valuable resources about annuities and structured settlements.
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
A+ rating with the BBB
Who We Are
Annuity.org has been a reliable source of information and tools for people seeking financial security since 2013.
We offer easy-to-understand articles, expert-reviewed content and videos to simplify complex financial concepts.
Our network of qualified financial professionals can provide personalized guidance to help you reach your financial goals.
The Annuity.org Editorial Team
The team at Annuity.org has a wide range of experience covering the insurance and financial marketplace for American consumers.
Our editorial team includes financial writers, editors, researchers and journalists, and 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.
Annuity Advisory Board
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Stephen Kates, CFP®Principal Financial Analyst for Annuity.org
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Elle Switzer, FSADirector of Annuity Product Management at TruStage -
Marguerita M. Cheng, CFP®, CRPC®, CSRIC®, RICP®CEO of Blue Ocean Global Wealth -
Rob Williams, CFP®, RICP®, CPWA®Managing Director of Wealth Management at Charles Schwab -
John Stevenson, CFFOwner and Advisor at Stevenson Retirement Solutions -
Aamir M. Chalisa, MBA, LUTCF, MDRTGeneral Manager at Futurity First Insurance Group -
Chip StapletonFINRA Series 7 and Series 66 License Holder -
Paul Garofoli, FLMI, RICP®Regional Vice President for Individual Annuities at Standard Insurance Company -
Ken Orenstein, FRCFederal Retirement Advisor -
Anthony DeLuca, CFP ®, CDFA®Senior Financial Advisor with Delta Advisory Group -
Brian O’ConnellChief Insurance Analyst for InsuranceQuotes and Financial Writer
Retirement Advisory Board
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Elaine King, MBA, CFP®, CDFA™, CFBA, ACCFounder of Family and Money Matters™ -
Barbara O’Neill, Ph.D., CFP®, AFC®, CRPC®Owner and CEO of Money Talk -
Brandon Renfro, Ph.D., CFP®, RICP®, EACo-Owner of Belonging Wealth Management -
Ricky W. Jackson, Jr. CFP®, ChFC®Certified Financial Planner™, Chartered Financial Consultant® and Managing Director at The Pelora Group -
Shawn Maloney, CRC®Certified Retirement Counselor® and CEO of Retire Wise, LLC
Wealth Management Advisory Board
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Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®Certified Financial Planner™ and Co-Founder of The Bemused -
Anthony TerminiInvestment Analyst and Stock Market Commentator -
Thomas J. Brock, CFA®, CPAInvestment, Corporate Finance and Accounting Professional -
Ebony J. Howard, CPAAccounting, Personal Finance and Income Tax Consultant -
Peggy James, CPAIndependent Accountant and Financial Coach -
Jacob WolinskyFounder of ValueWalk.com -
Timothy Li, MBABusiness Finance Manager -
Toby Walters, CFA®, CFP®Senior Financial Analyst -
Marc Guberti, CPFC®Certified Personal Finance Counselor
Insurance Advisory Board
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Daniel J. Adams, MBA, CFP®, CLU®Founder and President of CEG Life Insurance Services -
Eric EstevezLicensed Independent Insurance Broker and Owner of HLC Insurance Broker, LLC -
Michael JonesOwner of Grand Anchor Insurance Solutions
Legal Advisory Board
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Brett E. Halperin, Esq.Estate Planning Attorney and Managing Partner of Halperin Law Group -
Scott F. Levin, CDFA®Certified Divorce Financial Analyst® and Founder of San Diego Divorce Mediation & Family Law
What We Do
Annuity.org helps you find the right financial product to meet your needs, whether you’re planning for retirement or in need of immediate cash.
We work with trusted industry leaders to educate consumers and help them make informed decisions.
Buy an Annuity
Sell Your Payments
Understand Personal Finance
Plan for Retirement
Why You Should Trust Us
Media Mentions
Annuity.org has been cited in USA Today, CNET, GOBanking Rates and Yahoo! Finance among other reputable publications. We continue to strive to be a leader in financial and insurance industry news, policy and education.
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
- 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
- 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 National Association for Fixed Annuities and FinCert, a division of the Institute for Financial Literacy. Our editorial team is the recipient of multiple financial and educational content awards.
Our professional contributors’ knowledge and expertise in the financial industry have been featured in top publications such as Investopedia, Kiplinger, The New York Times, The Wall Street Journal and Financial Advisor.
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-star rating — out of 5 — on Trustpilot, based on customer reviews.
Trustpilot connects businesses and consumers, offering free reviews to enhance customer experiences and promote trust.
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.
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 we only quote 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.
How We Make Money
At Annuity.org, we offer our readers free content thanks to our network of business partners, advertisers and affiliates. They see our content as a way to connect with consumers who are interested in their products and services.
We always make sure to clearly label any ads or sponsored content, separating it 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.
