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Built on service and commitment to one priority - you. 

Welcome!

National Annuity Educators was founded out of a passion to help empower consumers on their journey towards making confident and educated decisions about their retirement. 


We believe many individuals and households are frustrated with most traditional retirement income planning options (and advisors) that only seem to fall disappointingly short of desired expectations - despite the hype that may have been made during the initial presentation.


We are a national network of fiduciary advisors who are passionate about honoring our clients’ goals and priorities as if they were our own.


Our goal is to be constantly improving the client experience through innovation, efficiency, and client education.  Please reach out and let us know what questions we can help with. 

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Again, welcome!



Paul D. Spurlock, CRPC, CAS
Founder & President

Paul Spurlock Signature
Educational Annuity Articles
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"Power of Laddered Annuities" Educational White paper
Educational Income Annuity Laddering Demo
Watch the 2025
"Power of Laddered Annuities" Educational Video Presentation
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Website Disclaimer for National Annuity Educators (NAE)
 

The information provided on this website is for educational purposes only and is intended solely for the benefit of individuals who are approaching retirement or are already in retirement. National Annuity Educators (NAE) does not provide investment, tax, or legal advice, and nothing on this site should be interpreted as such. The content provided, including articles, guides, and other materials, is intended to help individuals better understand retirement planning concepts, including annuities, but is not designed to offer specific recommendations for individual financial situations. While we strive to provide accurate and up-to-date information, NAE makes no representations or warranties regarding the accuracy, completeness, or reliability of the content on this site. The information provided may be subject to change and should not be relied upon as a substitute for professional advice. NAE does not guarantee any outcomes, financial success, or results from implementing any of the strategies, concepts, or information discussed on this site. Before making any financial decisions or taking action based on the content on this website, we strongly recommend consulting with a qualified and licensed financial professional, such as a financial planner, tax advisor, or attorney, who can consider your individual circumstances and provide personalized advice. NAE does not endorse or recommend any specific financial products, services, or strategies. All references to the safety and guarantees of annuities, including any claims related to guaranteed income, returns, or protection from market loss, are subject to the claims-paying ability of the underlying annuity company. Annuities are backed solely by the financial strength of the insurance company that issues them, and NAE does not make any promises, warranties, or representations regarding the performance of any specific annuity product or the ability of the insurance company to fulfill its obligations under the contract. Additionally, the content on this site may reference potential benefits of annuities, including the possibility of guaranteed income, but such benefits are contingent upon the terms of the specific annuity contract. NAE makes no representations beyond what is explicitly guaranteed by the underlying annuity carrier in the terms of their legal policy contract. Any guarantees or safety features discussed should be viewed as specific to the contract terms and not as an endorsement or prediction of financial results. By using this website, you agree that NAE is not liable for any financial loss or damage resulting from the use or reliance on any content or information provided on the site. Always do your own research and consult with professionals before making any financial decisions. National Annuity Educators is not an insurance company, financial institution, or a licensed advisor. The information provided here is designed solely for general educational purposes and should not be construed as advice or a substitute for professional services. 

Copyright and Intellectual Property Notice
 

All content on this website, including but not limited to articles, guides, videos, graphics, logos, and educational materials, is the exclusive intellectual property of National Annuity Educators (NAE) and is protected by copyright laws. This content is provided for educational purposes to help consumers better understand retirement planning and annuities. NAE grants users permission to view, access, and use the educational materials on this site solely for personal, non-commercial purposes. Unauthorized copying, reproduction, distribution, or dissemination of any materials found on this site, in whole or in part, is strictly prohibited. Additionally, agents, advisors, or any third parties are expressly prohibited from using, copying, or distributing any of the content on this website without the prior written consent of NAE. The content is intended solely for consumer education and should not be repurposed or utilized in any commercial or advisory context without explicit permission. All trademarks, service marks, and logos displayed on the site are the property of NAE or their respective owners and may not be used without prior authorization. By using this site, you agree to respect and comply with these intellectual property terms. Any unauthorized use of NAE's content may result in legal action. For inquiries regarding permission to use or distribute any content from this website, please contact National Annuity Educators directly for express written consent.

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