Terms & Conditions

Effective date: September 4, 2026

These Terms & Conditions apply to your use of the Pension Advisors website and questionnaire. By using our website and submitting your information, you agree to these Terms and to our Privacy Policy.

What we do: Pension Advisors helps you explore annuity and retirement options and connects you with a licensed retirement specialist. When you complete our form, you are asking to be contacted, and a specialist may reach out to you by phone, text, or email.

Not financial advice. The information on this website is general and educational only — it is not personalized financial, tax, or investment advice. Annuities are insurance products, and whether one is right for you depends on your own situation. Any guarantees depend on the insurance company that issues the product. Please speak with a licensed professional before making any decision.

Consent to Be Contacted

By submitting your information, you agree that a licensed retirement specialist may contact you at the phone number and email you provide — including by phone call, text message, and automated or pre-recorded messages — even if your number is on a Do Not Call list. Agreeing to be contacted is not a condition of buying anything. Message and data rates may apply. You can opt out of texts anytime by replying STOP, or unsubscribe from emails using the link in any message.

Eligibility & Accurate Information

You must be at least 18 years old and a U.S. resident to use our website. You agree that the information you provide is accurate and belongs to you.

No Guarantees

Rates, product features, and availability are set by insurance companies, vary by state, and can change at any time. We do not guarantee that you will qualify for any particular product, rate, or result. Any examples shown are for illustration only.

Our Website "As Is"

We provide our website and questionnaire "as is," without warranties of any kind. To the extent allowed by law, Pension Advisors is not responsible for any indirect or unexpected damages arising from your use of the website.

Changes to These Terms

We may update these Terms from time to time. The updated version takes effect when we post it with a new effective date. Continuing to use the website means you accept the changes.

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