About Us
Annuity.org has been providing visitors with carefully researched, timely information about annuities and structured settlements for nearly a decade. This free, comprehensive web resource offers professional insight from experienced financial experts on a variety of financial topics to help you make smart decisions about your money.
Our Mission
Our mission at Annuity.org is to protect and educate consumers in the annuity and structured settlement marketplace.
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8+ YEARS AS A FINANCIAL RESOURCEWe’ve been educating people about financial options since 2013. -
THOUSANDS OF CUSTOMERS HELPEDWe’ve helped more than 5,000 people achieve financial freedom. -
A+ RATING WITH THE BETTER BUSINESS BUREAUOur commitment to our customers has earned us an A+ rating with the BBB. -
3.8 MILLION LEARNERSWe've educated millions of people about annuities, structured settlements, financial literacy and personal finance. -
500+ FINANCIAL ARTICLES WRITTENOur award-winning journalists have written hundreds of articles on a variety of financial topics.
What We Do
Annuity.org has been providing consumers with the tools and knowledge needed to confidently make financial decisions since 2013.
Whether you’re planning to sell your annuity or structured settlement or comparing quotes from insurance companies, Annuity.org will guide you through the process by delivering informative, easy-to-understand guides and articles and sharing the latest industry and regulatory news.
And we don’t expect you to wade through the complex world of annuities alone. We’ll connect you with our trusted partners, a network of qualified financial advisors who will listen to you and help you find a financial solution that fits your specific long-term goals.
Our Services
Are you planning for retirement? Or do you need cash now? Either way, we’ve got you covered. Annuity.org partners with industry leaders to help you meet your financial needs today and in the future.
Better Business Bureau Accreditation
Annuity.org is accredited by the Better Business Bureau and has earned an A+ rating for our commitment to consumers and standards for ethical business practices.
The BBB ranks businesses according to its own rigorous criteria for trust, which include honesty, transparency, responsiveness and integrity.
Annuity.org adheres to the BBB’s accreditation standards as well as to our own editorial guidelines while helping you make decisions that are right for your unique financial situation.
The Annuity.org Editorial Team
Annuity.org writers and researchers have extensive and diverse experience in covering financial topics for U.S. consumers in the insurance marketplace and financial sector.
Our editorial team comprises writers, editors, researchers and journalists who specialize in insurance and financial products. We also work with contributors who have experience as financial advisors and consultants.
Professional Designations, Memberships and Awards
Contributors to Annuity.org have obtained FINRA licenses and professional designations from The American College of Financial Services, including the Chartered Financial Consultant (ChFC) designation, which certifies completion of the eight-course program, and the Chartered Life Underwriter (CLU) designation.
In addition, our contributors have obtained the following designations and licenses:
- LIC: Licensed Insurance Counselor
- RIA: Registered Investment Advisor
- AAMS: Accredited Asset Management Specialist
- CMP: Certified Medicaid Planner
- CMPS: Certified Mortgage Planning Specialist
- Series 3: National Commodities Futures Exam
- Series 7: General Securities Representative Exam
- Series 9/10 (Formerly Series 8): General Securities Sales Supervisor Exams
- Series 63: Uniform Securities Agent State Law Exam
- Series 65: Uniform Combined State Law Exam
The professional memberships held by Annuity.org staff include the Association for Financial Counseling and Planning Education, a nonprofit organization that provides financial counseling, coaching and professional development worldwide, and FinCert, a division of the Institute for Financial Literacy which serves as a premiere certifying body for financial educators and counselors.
Annuity.org Outreach Team
The outreach team is an integral part of Annuity.org. Through their relationship-building efforts and immersion in the annuity and structured settlement space, our outreach team members are able to identify our visitors’ needs and deliver free resources to help them reach their goals.
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Social Media ManagerCaitlyn McGonigalCaitlyn McGonigal manages Annuity.org's social media, and strives to connect readers with resources and information that are important to them. Caitlyn graduated from Drexel University in 2021 and joined the Annuity.org outreach team soon after. She is passionate about making information regarding annuities, structured settlements and personal finance accessible to consumers. -
Outreach CoordinatorHannah GriffinHannah Griffin works as an outreach coordinator for Annuity.org. She strives to create connections with communities and organizations to share the many valuable financial resources Annuity.org offers. Hannah graduated from Penn State University in 2019 and has worked with Annuity.org since May 2021. She enjoys being able to bring her passion for helping others into her role every day by promoting people to grow financially at every stage of life. -
Outreach CoordinatorTrevor CardiniTrevor Cardini is an outreach coordinator for Annuity, starting in November of 2021. He graduated from the University of Central Florida in 2021 with a degree in Business Marketing. He loves connecting people to the valuable resources Annuity offers. -
Outreach CoordinatorTim CabigaoTim Cabigao works as an outreach coordinator for Annuity.org, joining the team in November of 2021.
Our Panel of Financial Experts
Annuity.org partners with over 30 financial experts to ensure the highest level of accuracy and quality. Our experts’ contributions include writing content, providing professional insight and reviewing our site to certify all information is factual, clear and reliable.
With more than 30 years of combined experience, our panel of experts includes the chief executive officer at Blue Ocean Global Wealth and past spokesperson for the AARP Financial Freedom campaign as well as the chair of the Council of Examinations for the Certified Financial Planner Board of Standards and past president of the Financial Planning Association.
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Marguerita M. Cheng, CFP®, CRPC®, RICP® Chief Executive Officer of Blue Ocean Global Wealth Learn More -
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George F. Shave III, RICP® Retirement Income Certified Professional™ at SFG Annuity Advisors Learn More -
Somer G. Anderson, Ph.D., CPA, CGMA®, CFE Assistant Accounting Professor at Maryville University's Simon School of Business Learn More -
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Brett E. Halperin, Esq. Estate Planning Attorney and Managing Partner of Halperin Law Group Learn More -
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See Our Experts in Top Publications
Our experts’ background and deep understanding of the financial industry have been featured in industry trade publications and reputable news outlets, including Investopedia, Kiplinger, The New York Times, The Wall Street Journal and Financial Advisor.
Financial Expertise and Authority You Can Trust
We at Annuity.org hold ourselves to high editorial and ethical standards. All of our content has been researched and attributed to the source, and the team reviews and updates facts and statistics regularly.
All of our experts have the appropriate training and credentials from accrediting agencies and maintain their professional memberships through continuing education.
Additional Experts Featured On Annuity.org
One way we ensure our articles are of the highest quality is by relying on subject matter experts to educate us and our readers. Our writers interview researchers, professors, and certified professionals and advisors for the articles we produce, and we feature our expert sources and their findings on our site.
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Martin Neil BailySenior Fellow in Economic Studies at The Brookings Institution -
Todd GiesingAnnuity Research Director at the LIMRA Secure Retirement Institute -
Benjamin HarrisResearch Associate Professor and Executive Director of the Kellogg School of Management at Northwestern University's Kellogg Public-Private Initiative (KPPI) -
Wenliang HouQuantitative Analyst at Fidelity Investments -
Olivia S. MitchellInternational Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania -
Svetlana PaschenkoAssociate Professor in the Department of Economics at the University of Georgia Terry College of Business -
Wade D. Pfau, CFA®Professor of Retirement Income at The American College of Financial Services -
Kelley GriesmerPresident and CEO of The Women's Fund of Central Ohio -
Cindy HounsellPresident of the Women's Institute for a Secure Retirement (WISER) -
Barbara O’Neill, Ph.D., CFP®, AFC®Owner and CEO of Money Talk -
Andi Wrenn, M.A., AFC®Director of Association for Financial Counseling & Planning Education -
Christie AngelPresident and CEO of YWCA Columbus -
Christian Weller, Ph.D.Professor of Public Policy at the University of Massachusetts Boston -
Christine BenzDirector of Personal Finance at Morningstar -
Gal WettsteinSenior Research Economist at the Center for Retirement Research at Boston College -
Kimberly Zimmerman RandPrincipal of Dragonfly Financial Solutions -
Summer RedProfessional Development Manager at Association for Financial Counseling & Planning Education -
Kristen CarlisleGeneral Manager of 401(k) Business Betterment -
Paul GoldenManaging Director, Media and Communications, National Endowment for FInancial Education (NEFE) -
Marlo RichardsonEntrepreneur -
Mark WilliamsPresident and CEO Brokers International -
Snezana ZlatarSenior Managing Director of Financial Wellness, Advice and Innovation, TIAA
Contributors and Reviewers
Our content is written and reviewed by trusted professionals with specialized expertise in annuities and financial planning. Interested in contributing to Annuity.org?
A Trusted Source
Annuity.org has been cited in Forbes, Marketwatch, Zacks and The Balance among other reputable publications. We continue to strive to be a leader in financial and insurance industry news, policy and
education.
