Personalized Annuity
Offering Annuity Education and Connecting You with Trusted Local Advisors
About Us
Welcome To Personalized Annuity
Welcome to Personalized Annuity — where your financial confidence is our priority. We provide personalized annuity education and connect you with trusted local advisors, giving you the knowledge and guidance you need to make informed decisions. Our goal is to simplify the process and help you secure the financial future that matters most to you.
Annuity Education
Understanding your financial goals
Connecting you with trusted local advisors in your area
For Consumers
Find the Right Annuity with Confidence
We simplify annuities — from education to selection — connecting you with trusted local advisors who are fully prepared to meet your needs.
No obligation consultations
Free personalized annuity recommendations
Education-first approach to empower your decision
Local licensed advisors ready to meet with you
Industry’s top available offers
How It Works?
Our easy process ensures you get properly educated on annuities so you can ask the right questions to advisors.
Learn the Basics
Our Client Concierge walks you through the annuity landscape—types, features, etc. —so you know exactly what options exist.
Personalized Recommendations
Based on your goals (income planning, legacy, growth), we highlight the products that fit your needs.
Meet a Certified Advisor
We introduce you to a top local financial professional, provide them with your interests, and book the meeting for you—no back-and-forth.
Meet the Team
Erik K.
President
Tim Y.
Director of Operations
Gretchen D.
Client Concierge
Damon A.
Client Concierge
For Financial Advisors
Join Our Network — Get Pre-Qualified, Educated Prospects
We remove the barriers to finding your ideal clients. We deliver highly qualified consumers who are educated, organized, and ready to engage.
Pre-qualified, educated prospects.
We handle lead generation, education & initial data collection.
Access to the full Gradient suite of products & business services.
Qualified prospects booked directly to your calendar.
Focus on closing business, not chasing leads.
(520) 542-3019
Phone Number
E-mail Address
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