Get informed · Get confident · Get sure

How to get sure about your money

No one should buy a financial product they don’t understand. Here’s the path we’d walk you through — learn first, decide last, on your own terms.

Three steps. You set the pace.
  1. 1
    Get a plan

    Get your personalized savings plan

    The fastest way to an answer. Tell us four things — your timeline, age, amount, and state — and we build a specific plan for your money: which CDs and fixed annuities to use, the exact rates, and where every dollar stays protected. Free, instant, no sign-up.

  2. 2
    See the rates

    Compare every rate, side by side

    Rather look yourself? Every CD and fixed-annuity rate from regulated banks and insurers, refreshed daily — filter by term, amount, and state.

  3. 3
    Get informed

    Know exactly how it works

    New to this? Before you decide, understand how annuities and CDs actually work — the guarantees, the trade-offs, the tax — in plain English. Our Learning Hub walks you through it. No sign-up.