Annuities

ANNUITIES

As an Independent Agent of the largest independent distributor of life insurance in the United States, we have many carrier relationships and through our Fixed Annuity specialists, we can offer significant back office administrative support. They provide information on the top annuities in the industry and their current interest rates along with many other services. You can access our Annuity Quote Request Form here to get started.

Application packages and case design consultations are provided prior to the annuity sale. Once received, all applications are reviewed for good order status prior to being sent to the carrier. Producers/firms are updated and notified proactively if there are outstanding requirements, and updated on the status of the case overall. 1035 exchanges are tracked to ensure timely receipt by the receiving carrier. Should there be an issue, there is also a dedicated resource team available to resolve the problem in a timely fashion.