About Us
Optimizing Your Annuity Strategy
We help retirees understand what their annuity is actually delivering, and whether it's still the right fit for where they are today.
Who We Are
About MaxMyAnnuityIncome.com
At MaxMyAnnuityIncome.com, our experienced advisors provide a complimentary Annuity Audit Review to help you understand your current contracts, how they are performing, and whether they still align with your goals today. We specialize in identifying efficient, competitive annuity solutions available in today's market, to help ensure your money is positioned to perform at its best based on your income needs, timeline, and overall strategy.
Our goal is to help clients uncover opportunities to:
- Lock in gains you've already earned
- Diversify assets and reduce concentration risk
- Potentially increase guaranteed lifetime income where appropriate
- Lower fees or improve overall efficiency
- Potentially reduce portfolio risk while maintaining long-term stability
- Help ensure benefits are structured to reach the right people
- Discover new ways to potentially enhance your income strategy
Our Team
Backed by Experience You Can Trust
MaxMyAnnuityIncome.com was built through a collaboration of experienced professionals dedicated to one thing: helping you get the most from your retirement income.
Eric Bilitz
President, Endeavor Financial Group
With more than 30 years in wealth management, Eric Bilitz is known for bringing a thoughtful, independent perspective to long-term planning and income-focused strategies. His work is centered on helping clients pursue financial confidence through personalized guidance and practical, goal-based solutions.
Ben Koplan, CLU®, CFP®
Advisor's Choice / LifeEase
Ben has built a career around helping individuals and families make practical, well-informed financial decisions, especially when long-term planning and protection matter most. His focus is on delivering client-friendly solutions supported by clear education, strong processes, and reliable service.
Mike Gonzales
Licensed Financial Advisor
Mike Gonzales is a licensed financial advisor focused on helping individuals and families build strong financial foundations and work toward long-term financial goals. His approach centers on practical guidance across investment planning, retirement strategies, risk management, and wealth preservation. Mike believes in a client-first philosophy built on trust, clear communication, and education.
Get Started Today
Ready to find out what your annuity could be doing for you?
Free, no obligation, and results in minutes. Nothing changes unless you choose to act.
Professional Oversight
Supported by Vanderbilt Financial Group
MaxMyAnnuityIncome.com is aligned with the standards and oversight of Vanderbilt Financial Group, an established broker-dealer that supports financial professionals and client service in the retirement and investment marketplace.
This structure is designed to ensure the guidance you receive is delivered through a professional, regulated framework, helping support transparency, accountability, and a high standard of service.
Product Identification Disclosures: The financial products advertised on this website are Fixed Indexed Annuity (FIA), Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Annuities are contracts issued by an insurance company and are not a direct investment in the stock market, a mutual fund, or a bank certificate of deposit (CD). Annuity guarantees, including guaranteed lifetime income benefits, are based on the claims-paying ability of the issuing insurance company. Optional living benefit riders are typically available for an additional cost.
Annuities are long-term products designed for retirement and may be subject to surrender charges, withdrawal limitations, and tax consequences, including a possible 10% federal tax penalty on withdrawals before age 59 1/2. While FIAs offer protection against market losses, they may have caps, participation rates, or spreads that limit gains.
Any recommendation we make will be based on your individual circumstances and suitability. Variable Annuities and Registered index-linked annuities are securities and are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges, and expenses before investing. The prospectus, which contains this and other important information, is available from your financial professional and should be read carefully before investing. Variable annuities and RILAs involve investment risk, including the possible loss of principal.