7+ YEARS AS A FINANCIAL RESOURCEWe’ve been educating consumers 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.
We Have the Tools to Help You
Our partner has multiple resources to assist you in assessing your unique financial situation and help you get started on achieving your long-term financial goals.
Income ArchitechAn all-in-one planning tool that seamlessly combines:
- Cash-flow analysis
- Harvest patterns
Total Social SecuritySoftware that builds Social Security planning into your practice. Includes:
- Visual reports
- Claiming strategy options
- Break-even charts
- Income-gap charts
SmartRiskSoftware that helps clients achieve better retirement outcomes through better risk analysis. Includes:
- Asset interaction analysis
- Determines risk tolerance of portfolio
- Helps prepare you for down markets
- Retain clients during down markets
About Our Trusted Partner
Annuity.org has a partnership with Senior Market Sales (SMS), a full-service insurance marketing organization based in Omaha, Nebraska.
SMS has helped clients find insurance solutions nationwide since 1985. The company carries an A+ rating with the Better Business Bureau and is involved with several national trade associations, including the National Association of Health Underwriters and the National Association for Fixed Annuities.
Richard Janal“He was there for us every step of the way. He was responsive, patient, and considerate of all our needs. We live in Oregon, and, quite frankly, John was more responsive to our needs than anyone we could find in the Portland metro area. I feel very comfortable in recommending him and his firm. They are knowledgeable and very qualified at what they do!!!”