Our process

How a decision works with us.

Three steps. You learn first, decide last, and can stop at any point.

  1. 01Get informed

    You get the full picture, free.

    Read plain-English guides in our learning library, compare today’s rates, and check what a lump sum could earn you — all free, on the site, with no one calling you.

  2. 02Get confident

    You get your own plan, at your door.

    We mail you a premium guide, personalized to your situation and free to your door — the same clear guidance a GetSure advisor would give, but in writing. Inside: plain-English answers to the questions that matter, the strongest offers for your amount, and where to go from here — yours to read at your own pace.

    The personalized GetSure Income Plan guide mailed to your door — its cover and an inside page comparing your guaranteed income to spending down savings

  3. 03Get sure

    You buy only if it’s right for you.

    Before you buy, a salaried GetSure advisor walks you through a best-interest review — the one the NAIC requires. Because their pay doesn’t depend on the sale, their only job is to get it right for you: sometimes that means “not this much,” “not this product,” or “not yet.” If it does fit, you keep a one-page summary in writing — your situation, what we weighed, and why. Being sure means an expert with no reason to push you looked hard — and it held up.

After you decide

  • We handle the application, the wire, and the beneficiary forms — your money goes straight to the insurer, never through GetSure.
  • Your rate or income is locked and guaranteed in writing.
  • The advisor who reviewed it stays a real person you can call — not a call center.