The annuity market changed dramatically after 2022. Find out in 2 minutes whether your contract kept up — or left money on the table. No personal info required to start.
GradeMyAnnuity.com
Grade My Annuity
Question 1 of 9
Did you purchase your annuity before 2023?
Question 2 of 9
What is your age?
Question 3 of 9
Do you know your annuity values?
Enter your best estimates — your statement isn't required.
Estimates are fine — your advisor will help sort out the details.
Question 4 of 9
Do you know your current cap rate, participation rate, or roll up rate?
Enter at least one — estimates are fine.
I'm not sure
I'm not sure
I'm not sure / Not applicable
Question 5 of 9
How many years are left in your surrender period?
Question 6 of 9
Have you ever had your annuity reviewed by an independent advisor?
Question 7 of 9
What's most important to you?
Question 8 of 9
What insurance company is your annuity with?
The carrier that issued your contract. This can usually be found on your statement.
I'm not sure
Question 9 of 9
What is the name of your annuity?
Most insurance companies have a "marketing" name for the annuities they issue — for example, ABC+, VersaChoice, MarketValue 10, or Performance Elite. This can usually be found on your statement.
I'm not sure
GradeMyAnnuity.com
Your Grade Is Ready
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Where should we send your Annuity Grade Report?
We've calculated your grade. Enter your details — we'll text you a quick verification code, then you'll see your grade instantly and receive your full personalized report by email.
We'll text a 4-digit verification code. Standard messaging rates may apply.
Your information is kept confidential. We will never sell your data.
GradeMyAnnuity.com
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GradeMyAnnuity.com
Your Annuity Grade
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