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Clear, simple explanations of annuities - all in one place.

Thinking about an Annuity -
or Already Own One?

Understanding an annuity can feel confusing or overwhelming. It is likely that you don't know what questions to ask to make sure you buy the right annuity for you.

 

If you're being shown an annuity at a seminar, workshop, or by another advisor, I'll help you understand the product, the fees, the risks, and whether it fits your goals - before you sign anything.

 

If you already own an annuity, I can help you see how your annuity has done, uncover all of the fees, evaluate potential performance, and determine whether the annuity you own aligns with your retirement goals today.


Start your Annuity Audit Review Here

You can also text photos of your statement to 419-902-1678

"Don't guess - purchase the annuity that best meets your needs."

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Fred Quinn

Independent annuity expert
since 1982

 

As seen in The Blade

Serving Northwest Ohio

Toledo, Sylvania, Maumee, Perrysburg, Waterville

Considering a New Annuity?
 
✅ We'll breakdown how the proposed annuity works

✅ Determine if any bonus is real, or marketing hype
 
✅ Total annuity fees will be determined for your review

✅ Help you decide if this is the best annuity for you,
or just the one the agent sells

Need an Annuity Reviewed?
 
✅ You purchased your annuity before 2023

✅ You're unsure how your annuity is performing
 
✅ You don't fully understand how your caps, spreads or participation rates determine your interest rate

✅ We'll clarify all of that, so you know exactly what to do next.​

Annuity Second Opinion
What You Will Receive

#1 - An Annuity Worth
Buying / Keeping

Your review will use the same objective analysis.

The full five page report is available here.

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#2 - An Annuity That Should Likely Be
Passed On / Replaced

Your review will use the same objective analysis.

 

The full five page report is available here.

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