The Value we bring to independent agents.
Access to Industry Leading Carriers and Products
Free Illustration Software for Product Comparison
Contracted Agents have free access to company illustrations that provide backtesting and guarantees so that they can illustrate current product!
Clients trust advisors who use technology to eliminate concerns by simply showing a comparison between annuity products.
You will be able to show your clients that you have their best interests at heart by providing side-by-side comparisons of any product type.
Can you imagine the success you would have with this knowledge?
It gives you complete confidence that you are presenting the best product on the market for that specific case.
Compliance Approved Personalized Done-For-You Marketing
Backend Support with Carriers
If you're wasting time then you're losing money! So why are you spending 20, 30, 40 minutes on the phone with carriers following up on outstanding requirements, paperwork questions, etc. when one of our team members would do that for you? Our back-office support team manages all contacts with the carriers: paperwork questions, outstanding requirements, etc. (should you choose).
Application Scrubbing Team At-Your-Fingertips
To help avoid casual errors, our team has a double-check process on any applications before submitting to a carrier. This checks and balances helps uncover most errors that would be noted by the carrier after submission. Instead of going back-and-forth between the carrier on outstanding requirements, we work to catch those requirements before submission. The goal is to get an application issued and agents paid their commission as quick as possible.
Informative Blog For Agents
Are you ready to take your business to the next level?
We are looking for serious individuals to do this together.
Submit your information below so one of our team members can reach out to you and identify how we can help grow your business!
Guaranteed retirement income is becoming a hot topic with the low interest rate environment and market volatility. Those planning for retirement should evaluate their circumstance to determine whether they’re a good candidate for a guaranteed income option like an annuity. The purpose of a fixed annuity is to help with a variety of financial goals (tax deferral, principal-protected accumulation, lifetime income streams, access to funds, wealth transfer benefits, and it bypasses probate).