Find a Local Annuity Advisor

Superb Assets is based at 157 Wilson St, Staten Island, NY 10304. That is our only office, and it is where our own team sits. From there we work directly with retirees and pre-retirees across Staten Island, Brooklyn, Manhattan, Queens and the Bronx, as well as clients throughout New Jersey who would rather meet in person than sort through annuity contracts on their own. If you live in the borough, start with our page on working with an annuity advisor in Staten Island.

Beyond the New York boroughs and New Jersey, our advisor network extends to other states. Those advisors are independent professionals licensed where they practice, not employees of a Staten Island office, so coverage depends on which state you live in and who is currently accepting new clients there. If nobody in the network is licensed near you, we will tell you that plainly rather than pass your information along anyway.

Local access matters more than people expect with retirement money. Meeting face to face makes it easier to walk through MYGA annuities, compare carrier rates side by side, and map out retirement income planning against your actual expenses. If you prefer to start in a group setting with no one-on-one pressure, our free retirement seminars are held locally throughout the year.

Saying an advisor is "vetted" means nothing unless the criteria are spelled out, so here they are. Every advisor in the network must hold an active insurance license in the state where they meet you. They must be appointed with multiple carriers rather than a single insurance company, so they can compare contracts instead of defending one product line. And their license must be verifiable in public state licensing records, which is something we check and something you can check too.

Do not take our word for it. Ask any advisor for their full legal name and license number and look them up yourself. Every state runs a public insurance licensee lookup, and if the advisor is also an investment adviser representative you can verify them through the SEC's Investment Adviser Public Disclosure database. If you are unclear on which credential does what, our breakdown of fiduciary vs insurance agent explains how each one is regulated and paid.

The consultation is free, and Superb Assets is never paid by you. There is no fee for the introduction, no fee for the conversation, and no charge if you decide an annuity is not right for you.

Here is how the business actually works, since a free offer deserves a straight answer. We are a marketing and referral service. When a consumer we introduce ultimately purchases a contract, the issuing insurance carrier pays a commission to the licensed advisor, and our compensation comes from that advisor side of the transaction, not from your account. Your premium is not reduced by our involvement, and you pay the same contract terms you would pay going direct.