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Annuity and Insurance Labs

Our learning lab specializes in financial education, focusing on annuities, insurance, and retirement planning. We offer guides, personal finance advice, and product reviews to help you make informed decisions for a stable financial future.

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Access free retirement planning, annuity and insurance brokerage services. Compare options nationwide with no cost or obligation and get unbiased help securing retirement income and insurance coverage.

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Learn who The Annuity Expert is, how our services are always free with no consulting or planning fees, and read real client reviews of our retirement planning, annuity, and insurance guidance.

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Our independent financial advisors and insurance agents help you find the most cost-effective annuity, retirement, life, and health insurance solutions by comparing plans from over 100 trusted insurers across all 50 states.

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Licensed financial advisor helping a couple with annuity, retirement planning, life insurance, long-term care insurance, disability insurance, and health insurance.

Life, Health, and Retirement Education Hub

As a national independent broker, our financial advisors and insurance agents teach you everything you need to know to make a confident buying decision. Use our free guides as a starting point, and then contact us for personalized quotes.

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Make shopping for life, health, or retirement insurance easier. Get the best policy with A-rated carriers at a great price by using our independent advisors. Check out our free services today!

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We’ve been helping consumers with personal finance solutions since 2009.

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We educate millions of Americans about annuities, insurance, and personal finance.

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None of our customers has lost money to stock market volatility.

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1,000+ products from the nation’s top insurance providers.

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Personal Finance Tools

Use our financial tools to make informed decisions about annuities, investments, insurance, and retirement. Our accurate tools combine expert knowledge, industry-standard formulas, and current economic trends to provide the resources you need for a secure financial future. Please take advantage of our calculators to maximize your finances.

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Annuity Calculator

See the estimated monthly retirement income you could be guaranteed to receive with an annuity.

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Retirement Calculator

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What Our Clients Say

Uncover what our customers are saying about the efficiency of our savings, customer service quality, and openness.

Great experience! Shawn was very responsive and made the process very simple. Appreciated his honesty and transparency with respect to LTC mandated by the state. I would highly recommend him.
Kelly B.
Washington
Spent a good amount of time trying to help me with my issue. Spent the time needed to make sure I understood the options to pursue to get the right answers to my questions.
Charles Z.
Texas
With so many various annuities promising good rates, I received excellent help from the “annuity expert”. He was able to explain well the various choices and help me with solid advice to make the right decision for my financial future. I would HIGHLY recommend using the great service.
Howard H.
New Hampshire
I have been working with Shawn at The Annuity Expert and this has been a great experience. As a retired Life Insurance agent I can appreciate when someone goes about their business in a very professional way. Shawn has provided me with the information I was looking for and offered suggestions that were right on target.
David U.
Florida

Latest Posts

Latest Annuity Post

Compare What PHL Annuity & Life Insurance Customers Can Do Right Now

Understanding Your Options with PHL If you own an annuity or life insurance policy with PHL, you are not in a normal situation. The company is under court supervision, and regulators are preparing for a likely liquidation. That changes what you can do, how you get paid, and what your policy is actua

Latest Retirement Post

Compare The Biggest Pre-Retirement and Retirement Mistakes People Make

What This Is Really About People want to know where retirees commonly went wrong so they can avoid the same fate. These mistakes usually fall into three areas: income planning, tax planning, and insurance protection. This guide explains each mistake, who is affected, who isn’t, and provides action

Latest Insurance Post

How Annuity and Universal Life Insurance Illustrations Can Set You Up for Failure

Why Projections Can Look Great on Paper but Disappoint in Real Life Many annuity and universal life insurance policies are sold using illustrations. These are projections showing how a policy might perform over the next 10, 20, or even 30 years. The problem is that illustrations are not guarantees.

Latest Investing Post

Compare How Retirement Spending Actually Changes

Why Spending Drops for Many Retirees Why Spending Stays the Same for Many Retirees Why Spending Rises for Many Retirees This is the most underestimated scenario. Common triggers: Create Contractually Guaranteed Lifetime Income for Essentials A Guaranteed Lifetime Withdrawal Benefit (GLWB) is the fou

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