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Annuities

Carriers

Issue more premium than ever using our Annuity Planning Platform, staffed with highly trained annuity specialists to assist you with marketing and lead generation, case design and industry knowledge, as well as advanced concepts and new business support. We work with you throughout the entire sales process, which includes daily new business updates so you can consistently communicate with your clients and keep them up to date as their policies are being approved.

Products

Unbiased support from case design to issue.

  • Traditional Fixed Annuities
  • Fixed Indexed Annuities
  • Deferred Annuities
  • (MYGA)
  • (SPIA)

Concepts

  • Pension Maximization
  • Income Bridging
  • Longevity Insurance
  • Income For Life
  • Wealth Transfer
  • Life Insurance Funding
  • Annuity Maximization
  • Stretch IRA & NQ Annuities
  • Traditional & Roth IRA
  • Supplemental LTC Income
  • And More…
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Interested?   We would be happy to provide you with more details about our company and what we can do for you.

Contact us at 727-579-9956 or use our contact form

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