Lake Mary, FL
Proud to be a brand of Robo Advisor™

Invest in Annuities with Confidence Using

Choosing the wrong annuity can lead to significant consequences, including diminished retirement income or even potential loss of your investment. This decision-making complexity can induce stress and uncertainty.

However, is here to alleviate these concerns. We provide personalized recommendations that consider your unique financial situation and objectives. Our advanced technology matches you with the appropriate annuity product features, enhancing the potential for a comfortable, secure retirement.

est. 1990
Robo Advisor™ Expertise
A brand of Robo Advisor™, a leader in the financial technology industry, with decades of experience providing high-quality financial advice and guidance.
Never Sleeps
AI-Powered Recommendations
No information overload. AI-powered annuity recommendations based on your unique financial situation and goals. Every time, all the time.
More than you expect
Integration with Resources
Integration with other financial tools and resources that provide you with the best options to help you make informed decisions quickly and easily.
Why Choose

Our technologies are more than a digital assistant

Our Annuity Logic™ AI uses advanced algorithms to analyze your financial situation and recommends the perfect annuity for you. We know that managing your retirement funds can be complex and time-consuming. That's why we've designed to take these complexities into account and streamline your financial planning process, making it right the first time.

Premium Benefits with Annuities

Tax Control & Lifetime Income with Annuities

In a world of financial uncertainties and increasing life expectancies, annuities offer the promise of stability and growth. They provide opportunities for significant growth due to the compound effect of tax-deferral, helping to combat longevity risk with lifetime income protection.

American National
Delaware Life
Oxford Life
Royal Neighbors
Standard Life
Image link
Image link
Allocation Logic™
Allocation Logic™
Rollover Logic™
Rollover Logic™

People opt for annuities for a variety of reasons. Here are some of the most common ones, and how can help.

Seeking Additional Income

Just because you're retired doesn't mean you can't get a raise. Fixed Interest and Immediate Annuities can help optimize income from previously unproductive assets. With Annuity Logic™ AI, can help you identify the best options for you.

Aiming to Leave a Legacy

Looking to leave assets to your family without the hassle and expense of probate? Fixed, Indexed, and Index-Linked Annuities can circumvent probate and expedite funds to your loved ones. Our Allocation Logic™ AI can aid in crafting an investment strategy that serves your legacy goals.

Pursuing Predictable Returns

If high-risk investments no longer align with your financial goals, Fixed Interest Annuities can offer sensible, fair, and predictable returns without market risk. Let Robo Advisor™ help you make a smooth transition to lower-risk, predictable investments.

Worried About Inflation

To guard against inflation, choose annuity payments with built-in automatic increase options. Income and Longevity Annuities offer the choice of a yearly percentage increase or one tied to the CPI (Consumer Price Index). Allocation Logic™ AI can assist in integrating these options into your overall investment plan."

Concerned About Market Risk

Looking for growth on your assets, but anxious about losing your principal? Indexed and Index-Linked Annuities offer growth potential with downside protection. can guide you through these options.

Planning for the Future

Still in the workforce but already mapping out your retirement income plan? Longevity Annuities can help you secure the desired amount at the exact right time. Let Annuity Logic™ AI support you in this forward-thinking approach.
Robo Advisor Tech™
Made by Robo Advisor Tech™

Learn more about the power of annuities.

Annuities are versatile financial tools that can be used in a myriad of scenarios. Whether you're planning for retirement, looking to transfer wealth, or seeking a stable income, helps you choose the best type of annuity for your individual circumstances.