Annuity Report™ is a service of BFF Wealth Management, Inc., that uses our proprietary AnnuityGeek™ software analysis tool which was developed to “stress test” your annuity’s current account values, projected benefits, contract structure and the numerous different fees charged against your account value to help investors better understand the annuity(s) they own.
Further, through the use of our proprietary annuity "stress test" software, which includes our proprietary and exclusive Annuity Drain Rate™ Analysis, we can provide you with an in-depth personalized Annuity Report™ to give you valuable insight into your existing annuity which you might not be able to easily obtain on your own.
Brad Creger created our proprietary AnnuityGeek™ software analysis tool when he found that too many investors were unaware of how their annuity really worked and in the vast majority of cases, their annuity did NOT guarantee what they thought it did or they were significantly overpaying for what their annuity was providing.
Over the last 20+ years Brad and his firm, BFF Wealth Management, Inc., have conducted a tremendous amount of research on the nuances of variable, indexed and fixed annuities as well as the intricate mechanics of individual annuity benefit rider programs. With our extensive knowledge, significant experience, proprietary software as well as our access to a database containing detailed information for almost every current and past annuity contract, we help investors like you obtain a better understanding of the annuity contracts you already own.
Brad Creger currently leads the AnnuityGeek Squad™ and serves as BFF Wealth Management's Chief Economist and Lead Wealth Strategist. Brad holds the AAMS®, AIFA®, CFS®, CLTC®, CPFA® designations, is an Amazon International Best-Selling Author and a variable and index annuity specialist who has been called upon by the financial press including Forbes, The Wall Street Journal, Financial Planning Magazine, as well as numerous online media as a valuable resource on annuities and other financial services topics.
Annuity Report™ is an advisory service offered through BFF Wealth Management, Inc. (BFFWM), a registered investment adviser. The AnnuityGeek Squad™ and their Annuity Report™ services are offered only in those states where BFFWM is registered and/or in those states where BFFWM is exempt from registration requirements.
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