Complimentary · 20 minutes · education only

A complimentary 20-minute conversation. No products, rates, or pressure.

Pick a time below. You'll talk with an independent licensed professional, matched to you after you book. Nothing is sold on this call, and if this isn't the right fit for you, they should say so.

Why trust us? Not an insurance agency No commissions. Ever. We'll tell you when NOT to buy Sources: FINRA · SEC · IRS · NAIC

What to expect, step by step.

Twenty minutes, three parts, no surprises.

You pick a time

Choose a slot on the calendar below. A confirmation and calendar invite land in your inbox right away, along with your advisor's name and background.

You talk it through

Twenty minutes on your income floor, your three tax buckets, and the questions on your mind. No product names, no rates, no paperwork.

You leave with your Blueprint

After the call you receive your personalized Retirement Income & Tax Blueprint: a one-page summary of where you stand and what to ask next.

The Plain-English Income Plan™

Something concrete to walk away with.

The meeting isn't a sales appointment. It's a working session, and you keep the work. Whether or not you ever talk to us again, the Blueprint is yours.

Educational only. Any guarantee discussed is backed by the claims-paying ability of the issuing insurer and is not FDIC-insured or bank-guaranteed.

Your Retirement Income & Tax Blueprint

Where your guaranteed income floor stands today
Your three-bucket tax picture, mapped
The specific questions to ask any advisor
When an annuity or IUL fits, and when to walk away

Pick a time

Choose a slot that suits you.

Mornings, afternoons, and some evenings. All times shown in your time zone.

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If the calendar doesn't appear, your browser may be blocking embedded content. Refresh the page, or email hello@annuityexplained.com and we'll send times by reply.

Complimentary. No obligation. Your advisor is independent and licensed, matched to you after you book.

Before you book

The three questions everyone asks.

What does the meeting cost?

Nothing. The meeting is complimentary and there is no obligation. Annuity Explained is an educational resource and matching service, not an insurance agency, and how we're compensated never depends on you buying anything.

Am I committing to anything by booking?

No. The call is education only. No products are named, no rates are quoted, and nothing is sold. You can end the call whenever you like, and if an annuity or IUL is the wrong fit for your situation, the advisor should say so plainly. So will we.

Who is the advisor I'll meet with?

An independent, licensed professional, matched to you after you book. We keep advisor identities off this page on purpose: nobody should be selling to you while you're still learning. You'll receive your advisor's name and background by email before the call.

Not ready yet? That's fine. Start with the film instead: watch The Descent, or read what an annuity actually is.