Helping you with the right annuities for the right reasons.
"Welcome to a different experience: one of clarity, transparency, and simplicity. The right annuities can be an essential piece of your retirement plan. Our passion is to connect you to them."
Matt Warren, PAG President
Right By Your Side
Personal white glove service from experienced annuity specialists
What Makes Us Different
Specialization: We are masters of our craft who know annuities inside and out. It’s all we do. Nothing more. Nothing less.
Accessibility: We are on call for you by phone, text, email, and Zoom. No secretaries or booking several weeks out. We take care of you with “white glove” service.
Superior Solutions: Our loyalty is not to a cookie-cutter process or particular insurance company. We have one loyalty - you getting the best possible annuities for your situation.
What You Can Expect
Before: We listen to your life and retirement goals, then educate you on which annuities are the right fit for you.
During: We guide you through the transfer of funds to make it as simple as possible.
After: We are still on call for you, will keep you updated on performance, and do annual reviews with you.