STEP 01
Redeem your coupon
Use the link or code your advisor provided. The coupon identifies your firm and unlocks the intake.
Independent · Fiduciary · For clients of partner advisors
An independent second opinion on the annuity your client owns.
AnnuitySecondOpinion is provided to clients of advisory firms in The Pinnacle Group network. Your advisor has given you a coupon code to access this service at no cost to you.
We do not sell annuities. Every appraisal is reviewed and signed by a licensed advisor at Pinnacle Advisors (Series 65 + state insurance licensure).
How it works
Three steps. One independent answer.
Your advisor sends you here with a coupon. We review the contract independently. The written appraisal goes to you and your advisor together.
STEP 02
We analyze independently
Morningstar Annuity Intelligence data plus a licensed advisor's read. We compare your contract against the full peer market.
STEP 03
You get the appraisal
A written appraisal with a single recommendation: hold, 1035-exchange, surrender, or annuitize. Delivered to you and your advisor.
Have your coupon code ready.
Your appraisal is provided at no cost to you, through The Pinnacle Group's arrangement with your advisor.
Redeem coupon