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Make better annuity decisions

Less noise. Smarter use of annuities. For clients and advisors.

Trusted by retirees, wealth advisors, CPAs, Family Offices and banking institutions across the U.S.

Most annuity advice is generic.
And it doesn't work.

​It's either marketing hype meant to sell annuities. Or advice that lacks technical planning and leaves you:​

Feeling sold to, not guided 

Missing income opportunities or growth potential

Frustrated by conflicting opinions, not sure who to trust

Losing time and money you can't get back

Concerned about what you're not being told, but should be

Exposed to fees that are high or unnecessary 

There should be zero doubt when finances are involved. In a world full of opinions, disciplined annuity advice is critical.

Specialized Support

Annuities are conceptually easy to understand but have a lot of moving parts. It takes deep technical knowledge to use them correctly.

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Annuities are all we do.

Advisor Friendly

The best annuity planning happens when a team of advisors forgo ego & revenue and work together in favor of your best interests.

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We believe in collaboration.

Full Market Access

Without it, you'll never know if you're getting the best you can get. Most of the industry doesn't take the time to research all options.​

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​We do.

Find the right annuity when you need one. Learn how to get unstuck if you're in the wrong one.

The Aston Penney Method™ cuts through the noise so you can make annuity decisions with eyes wide open. No second-guessing.

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We provide direct-to-client support & collaborate with fiduciary wealth advisors.

We provide direct-to-client support & collaborate with fiduciary wealth advisors.

Client Services

For retirees & soon-to-be retirees who are exploring annuities as an option to protect against major retirement risks. 

 

Or, for those who already have an annuity and want to know if their annuity is the right annuity for them.

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Advisor Services

Specialized support for fiduciaries who desire greater duty and care for their clients when annuities are involved.

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We help you avoid conflicts of interest, save time & deliver greater value to your clients.

Do you have an annuity but aren't sure if it's a good annuity? Or, do you simply want to understand how it works?

A process designed to make a complex subject simple.

Move easily from confused to clear to certain with focused,
digestible conversations.

01

DISCOVERY SESSION

This is strictly brainstorming. We'll ask a lot of questions until we're confident we understand your situation. You'll have the chance to do the same with us.

02

EVALUATE OPTIONS

This is education focused to help you see past marketing hype and understand a true path of logic for what you need. We help you vet every option. No stone is unturned.

03

PROTECT YOUR MONEY

When the solution becomes obvious, you'll be ready to move forward. All efforts towards research & education give way to a confident decision that you can count on

What people are saying about us

Gary W., Pennsylvania

“I can tell you with 100% certainty that you'd be hard pressed to meet another person who matches Shannon's intelligence, work ethic and character. Shannon and her team at Aston Penney excel at everything they do and everything they do is held to the highest standard."
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Get clear.
Choose the right annuity.

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Dedicated to the appropriate use and application of annuities to improve the lives of retirees today, tomorrow, forever.

© 2024 by Aston Penney, The Annuity Advisory Firm

Aston Penney, The Annuity Advisory Firm and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. The information contained in this website is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation. â€‹Statements on this website as to policies and coverages and other content provide general information only and we provide no warranty as to their accuracy. Clients should consult with their licensed agent as to how these coverages pertain to their individual situation. Any hypertext links to other sites or vendors are provided as a convenience only. We have no control over those sites or vendors and cannot, therefore, endorse nor guarantee the accuracy of any information provided by those sites or the services provided by those vendors. Aston Penney, LLC is independently owned and operated. CA Insurance License #4098652. Life insurance services are provided through Aston Penney, LLC. Privacy Policy can be found here.

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