Advisors and Investors Have the Advantage at the HQ

All advisors in the AnnuitiesHQ network are pre-screened. We want to give you the peace of mind that comes from knowing you are dealing with people who adhere to our vision of respect, integrity, and professionalism.

Apply to Join Our Network Find an Advisor

The APP Delivers Three Things

✓

Choice

We provide you with options in choosing who you want to work with. Compare multiple advisors and find the right fit for your retirement goals.

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Convenience

We bring the advisor to you. No cold calls, no searching — our network comes to you based on your needs and location.

★

Comfort

Your peace of mind is paramount. Every advisor is a licensed professional enrolled in our pre-screening process and has accepted our Code of Ethics.

For Licensed Advisors

Join a Network Built on Trust

As a member of the AnnuitiesHQ Advisor Partnership Program, you gain exposure to qualified retirement-focused leads actively seeking professional guidance. Our program is free to join for qualified advisors.

Being listed in our directory signals to prospective clients that you meet our standards of professionalism and have accepted our Code of Ethics — a powerful differentiator in a crowded marketplace.

Program Benefits

✓ Verified directory listing at AnnuitiesHQ.com

✓ Exposure to qualified, pre-vetted retirement leads

✓ Branded as a pre-screened, trusted advisor

✓ Code of Ethics certification on your profile

✓ Association with a 13+ year trusted brand

Our Pre-Screening Standards

Questions We Ask Every Advisor

01

Experience & Track Record

Does the advisor have extensive and substantive experience with financial and retirement portfolio management?

02

Licensing & Registration

How long have they been securities or insurance licensed? Are they in good standing?

03

References Available

Can they provide references from existing clients if requested?

04

Industry Affiliations

What affiliations does the advisor have with insurance companies and annuity products in the industry?

05

Code of Ethics Accepted

Has the advisor reviewed and accepted the AnnuitiesHQ Advisor Code of Ethics in full?

Code of Ethics

The Commitments Every Advisor Makes

All advisors acknowledge and accept our full Code of Ethics before joining the network. These are not suggestions — they are requirements.

✓ All advisors acknowledge they are Annuity Advisors with a current registration that permits them to provide financial advice.

✓ It is the advisor’s responsibility to offer full, complete, and honest answers to satisfy each individual’s financial concerns.

✓ Advisors will at all times be open and truthful with all individuals who seek their financial guidance and assistance.

✓ Advisors agree to work in a spirit of cooperation, always mindful of the best interests of all individuals who may seek their advice.

✓ Advisors will always make full disclosure of the known available options and never knowingly withhold information that could potentially add a benefit or cause any harm.

✓ Advisors will maintain the confidential nature of all client information and take reasonable steps to prevent access to the information by unauthorized people.

✓ Advisors will immediately and fully disclose any and all conflicts of interest.

✓ Market performance, potential returns, and levels of risk must be stated realistically and truthfully.

Ready to Partner With AnnuitiesHQ?

Whether you’re a licensed advisor looking to grow your practice, or a consumer looking for a trusted professional — we’re here to help.

Apply to Join Our Network Find an Advisor