About us

How We Help You Secure Your Financial Future

We believe that every individual deserves a financial plan they can trust. We’re dedicated to guiding you through the often-overwhelming world of annuities, providing transparent, unbiased advice tailored to your unique needs.

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Our Mission

Empowering You to Make Confident Financial Decisions

At Annuities.net, our goal is simple: to help you secure a worry-free retirement and a stable financial future. With over 20 years of experience in the industry, we’ve made it our mission to provide clear, expert guidance and unbiased information, empowering you to make decisions with clarity and confidence. Our team is here to support you every step of the way, ensuring that you always feel in control of your financial journey.

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Our Goal

You Can Trust Us to Guide Your Financial Future

When it comes to your financial security, trust is everything. Unlike other financial services, we’re independent from any insurance provider, which means we put your needs first—always. With our wealth of experience and a proven track record, we’ve helped thousands of people navigate annuities with confidence.

Independent advice: We don't sell annuities or work with any one provider, ensuring unbiased recommendations.
Clear comparisons: We simplify complex annuity options and explain the benefits and risks clearly.
Personalized guidance: We tailor our advice to fit your unique goals, timeline, and financial situation.

How It Works

We Make the Process Simple and Stress-Free for You

We know that retirement planning can be overwhelming, which is why we’re here to guide you through the process with ease. Our approach is designed to simplify every step, so you can make decisions that align with your financial goals without stress or confusion.

Step 1

We Carefully Listen to Your Goals

We understand your vision for the future and take the time to learn what matters most to you.

Step 2

We Show You Your Best Options

Based on your goals, we provide side-by-side comparisons of the best annuity options available.

Step 3

We Help You Make an Informed Decision

You’ll receive clear explanations and expert advice, helping you feel confident in your choice.

512

We helped 512 clients today

45+

Trusted carriers

20+

Years of experience

1,000+

Clients helped nationwide

Our Team

The Leadership Team Behind Annuities.Net

Meet the experienced professionals leading Financialize's mission to transform the financial services industry.

Michael McMillan

President

Michael McMillan, President of Financialize, is a recognized leader in insurance marketing, lead generation, and sales operations. With over two decades of experience driving revenue growth for financial professionals and agencies nationwide, he combines data-driven strategy with a people-first mindset. Under his leadership, Financialize has become a trusted platform delivering exclusive, compliant annuity and life insurance leads that help agents scale faster, close more clients, and grow their business with confidence.

Learn more about

Michael

Courtney Barrett

Activation Team Manager

With more than 20 years of leadership experience in customer service, training, and lead generation, Courtney Barrett has built a proven track record of developing high-performing teams and driving operational excellence. Her expertise lies in creating efficient systems, streamlining workflows, and implementing data-driven strategies that deliver measurable results. At Financialize, Courtney is dedicated to empowering employees, aligning team performance with company goals, and fostering a culture of growth, accountability, and success.

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Courtney

Michael Dye

Activation Team Manager

With over a decade of experience in operations and customer success, Michael Dye is recognized for leading high-performing teams and driving measurable business results. Before joining Financialize, he held key leadership roles at companies including Roadie, Resident, and Citibank, where he transformed processes and improved client outcomes. At Financialize, Michael applies a data-driven, people-first approach to streamline operations, strengthen retention, and empower teams to deliver exceptional results.

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Michael

Marc Heberling

Manager of Agent Success

Marc Heberling has been part of Financialize since its early days, bringing a strong background in sales, leadership, and agent development. With extensive experience in the annuity industry, he has built a reputation for helping professionals grow their business through practical coaching and proven success strategies. At Financialize, Marc focuses on empowering agents, improving performance, and driving lasting success through hands-on mentorship and a deep understanding of what it takes to win in today’s market.

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Marc

Start Your Journey Toward a Stress-Free and Independent Future Today

We’re here to help you plan for the future with confidence. If you’re ready to explore our annuity options or need more information, don’t hesitate to reach out.