Already Have An Annuity? Find out if its still the right one for you today...take the quiz now →
    Institute of Financial Wellness
    The Annuity FinderPowered By The Institute of Financial Wellness

    Dedicated to helping you live your best life in retirement

    We provide the knowledge, resources, and support to make the right financial decisions.

    Our Mission

    At The Institute of Financial Wellness (IFW), we believe financial education goes beyond numbers—it's about helping people 'Get There' and live their best lives in retirement. Founded to provide clear, unbiased, fact-based financial guidance, IFW is America's premier resource for engaging content, tailored solutions, and expert guidance to make the right financial decisions.

    Our proprietary IFW Retirement Score furthers this mission, empowering everyone to achieve their best possible score and reach their retirement goals.

    Our Value

    Accredited & Reviewed

    Accredited by the Better Business Bureau with an A+ rating, the highest of BBB's eleven grades. Reviewed by clients on Trustpilot. Featured across national media.

    In The Media

    Featured on leading media networks, sharing expert financial insights to educate and empower individuals on their path to financial security.

    A Fiduciary Standard

    IFW's Financial Professional Network are fiduciaries, registered with the U.S. Securities and Exchange Commission as investment advisors.

    The IFW Process

    Through our IFW Retirement Score, we guide you on a supportive journey tailored to your unique situation. After understanding your needs, an IFW concierge gathers key information, initiates your Retirement Score process, and connects you with the right financial professional to help chart a path that truly aligns with your goals.

    Our Network

    Our IFW Financial Professional Network is an essential part of what makes us unique. We carefully select independent financial professionals who align with our philosophy—with extensive expertise and over 35 combined prestigious certifications, our professionals are ready to help you create a holistic, personalized plan that covers all aspects of financial well-being.

    Prestigious Certifications Across Our Network

    Juris Doctors®Retirement Income Certified Professional®Accredited Estate Planner®Certified Investment Management Analyst®Certified Financial Planner®Certified Private Wealth Advisor®Chartered Advisor in Senior Living®Masters of Science in Financial Services®Chartered Financial Consultant®Certified Public AccountantsChartered Life Underwriter®Retirement Management Advisor®Wealth Management Certified Professional®

    Ready to take the next step?

    Find out if your annuity is still the right one for you.

    Take The Quiz Now