A Growing Market – and a Growing Responsibility

A generation of retirees is redefining what it means to plan for income and stability. As demand for annuities and defined retirement outcomes continues to rise, so does regulatory attention on this complex and growing market.

Advisors and firms are navigating evolving suitability, exchange, and best-interest requirements – all while trying to deliver faster, data-backed recommendations that build client confidence.

Meet PeerCompare Annuities

Built on InvestorCOM’s trusted Peer Rating Engine, PeerCompare Annuities brings automation, objectivity, and clarity to annuity recommendations.

It transforms a traditionally manual, form-based process into a seamless digital experience that helps advisors:

• Assess costs, value, and reasonable alternatives consistently across annuity products
• Standardize and document best-interest recommendations for greater compliance oversight
• Eliminate manual workflows while improving transparency and client trust
• Compare growth, income, protection, and fees through a data-driven lens

PeerCompare Annuities empowers advisors to confidently deliver the right solution for every investor – faster and more transparently than ever before.

Designed for Clarity and Compliance

True to InvestorCOM’s “fewest clicks to compliance” philosophy, PeerCompare Annuities offers a simple, intuitive interface built to handle complex product evaluations.

By combining data intelligence with an elegant design, it helps advisors and compliance teams scale annuity business confidently while maintaining best-interest standards and audit readiness.

See It In Action

Sign up today for a demo of how you can simplify and scale annuity recommendations – and deliver better investor outcomes with clarity, consistency, and compliance.