We can review and assess your current annuity(s) and give you a thorough analysis. The more information we have, the more accurate and informative we can be. You can upload a statement to the message below.
We started Annuity Informant with a simple belief: most people don’t need a harder sell—they need straight answers from industry insiders. Since 200 I’ve worked across the financial services world—I started in Retail banking, had a licensed Mortgage Brokerage and eventually found my way to serving financial professionals as a Senior Annuity Wholesaler. After 20+ years I have learned there is a better way to serve people nearing or in retirement. My passion is helping clients maximize their security with retirement funds, creating stability, and solving concerns about longevity, inflation and legacy planning.We want to deliver facts, easy to understand information, and honest support through important financial decisions.
Today, I help clients—especially those nearing or in retirement—understand Guaranteed Rate Annuities (MYGAs/GRAs), Fixed Indexed Annuities (FIAs), and guaranteed lifetime income options in plain English. We are independent of any single carrier, which means I can compare multiple designs, features and benefits to find what truly works for you!
Our first meeting is pure discovery—on both sides. I get to know your goals, timelines, risk comfort, tax picture, and income needs. I ask thoughtful questions, take careful notes, and then build clear comparisons so you can decide with confidence.
I am the proud Father of two teens, Ben and Nicholas. Ben is a senior in high school and recently got accepted to Western Michigan, (Go Broncos!) Nick is a junior in high school pursuing the same college. Both plan to pursue a career in finance.
We live in the country and enjoy our two Goldens, Penney, and Oakey. While work and school are busy, we do find time to travel to our favorite spot in Frankfort MI a few times a year and spend a lot of time just enjoying our quiet spot in the country!
Don’t Be Sold. Be Informed.
Your Retirement. Your Pace. Your Terms.
Contact: Joe@annuityinformant.com
Joe and I started Annuity Informant with a simple belief: most people don’t need a harder sell—they need straight answers from industry insiders. Since 1996 I’ve worked across the financial services world—as a Senior Annuity Wholesaler, a former co-owner of a boutique Annuity Distribution Firm, and a Life Insurance Specialist serving high-net-worth families on tax and estate strategies. That vantage point showed me how complex annuities can feel from the client’s side. So we built a straight-talk alternative.
Today, I help clients—especially those nearing or in retirement—understand Guaranteed Rate Annuities (MYGAs/GRAs), Fixed Indexed Annuities (FIAs), and guaranteed lifetime income options in plain English. I’m independent of any single carrier, which means I can compare multiple designs to find fits, not force fits.
Our first meeting is pure discovery—on both sides. I get to know your goals, timelines, risk comfort, tax picture, and income needs. I ask thoughtful questions, take careful notes, and then build clear comparisons so you can decide with confidence.
I’ve been married to my amazing wife, Erica, for nearly 20 years. We have two kids: Grace, studying nursing at the University of Toledo, and Gavin, a high-schooler with dreams of becoming a game creator. When I’m not with family, you’ll likely find me on the ice playing hockey or in the kitchen cooking up something delicious.
Don’t Be Sold. Be Informed.
Your Retirement. Your Pace. Your Terms.
Contact: brent@annuityinformant.com
