Annuities That Secure
Your Retirement Income
Convert part of your nest egg into a predictable, lifetime
income stream designed to cover essential expenses and
reduce longevity risk. We evaluate annuity solutions only
when they strengthen your overall plan.
Aion Retiement
THE BAR IN THE INDUSTRY
Why choose us?
Are you someone struggling to grow your Annuity business?
Product-neutral recommendations
We evaluate fixed, indexed, and variable annuities across carriers to find the best fit or client goals.
Clear trade-off analysis
Transparent comparisons of guarantees, surrender periods, fees, and liquidity so clients make informed decisions.
Full-service implementation
Illustrations, paperwork, carrier submission, and client onboarding — reducing friction and increasing conversions.
Simple, Strategic and Values‑Aligned
Financial Planning
Dependable Income You Can Count On
Convert part of your portfolio into a predictable lifetime paycheck—designed to cover essentials and reduce longevity risk.
Smart Payouts, Not Surprises
We choose the right payout structure and riders so you get guaranteed income without hidden fees or unnecessary surrender penalties.
Income That Protects Your Legacy
Balance guaranteed lifetime income with liquidity and beneficiary options so you can enjoy retirement while preserving inheritance goals.
Reliable Income, Smarter Retirement
Annuities offer guaranteed, predictable income—for life or a set term—so essential retirement expenses are covered even if markets fall or you live longer than expected. We evaluate the types (fixed, variable, indexed, and immediate), payout options (single life, joint, period certain), fees, liquidity needs, and inflation protection to match a product with your cash-flow goals and risk tolerance.
Our recommendations focus on maximizing reliable income, minimizing unnecessary costs, and integrating annuities with your broader withdrawal, tax, and legacy plan so you keep flexibility while securing financial peace of mind.
Guaranteed
Lifetime Income
Annuities — Guaranteed Lifetime Income
Turn savings into dependable monthly payments that last a lifetime.
Secure Monthly Income with Annuities
Convert your savings into steady, worry-free income for everyday expenses.
Reliable Retirement Income
Choose an annuity for predictable, guaranteed payouts and peace of mind.
1350+
PARTNERS
700+
Monthly appointments
We are here to help you grow your business
Whether you’ve just joined Aion Retirement or have been with us for years, our dedicated team focuses on each stage of your client acquisition pipeline. It begins with an Account Manager who onboards you onto our platform within 7 days of joining.
Frequently asked Questions
Do you have any questions? We are here for you.
What is an annuity and how does it work?
An annuity is a contract with an insurance company that converts a lump sum into a stream of future income, either immediately or after a deferral period. You can buy an annuity with funds from an IRA/401(k) rollover or other sources. The insurance company guarantees payments per the contract terms, with guarantees backed by the insurer’s financial strength (not by the FDIC).
What should I bring to the discovery call?
Recent plan statements (401(k)/IRA), Social Security projections if available, list of other retirement assets, and CPA contact info.
What should I bring to the Discovery Call if I’m considering an annuity?
Bring recent account statements (401(k), IRA), pension documents, Social Security estimates, recent tax return, list of priorities (income needs, legacy preferences), and CPA contact info. This helps us evaluate rollover options, tax timing, and product suitability.
Can I roll my 401(k) directly into an annuity?
Often yes — via a direct trustee-to-trustee rollover into an annuity held in an IRA or plan-allowed annuity. We verify plan rules and provider acceptance, then manage the transfer to avoid taxable distributions.
What types of annuities are available and which is right for me?
Matches personalized recommendations based on goals and risk tolerance.
How do you evaluate annuity providers?
Explain criteria (financial strength, fees, product features, surrender terms, rider availability).
Can I withdraw money after the rollover?
Ongoing management includes discussing withdrawals, penalties, and strategy changes.
