Institutions

Since entering the financial institution market in 2006, we have quickly emerged as a Top 10 provider of bank-sold fixed annuities.  However, we go beyond providing high-value, low-cost products. Our commitment extends to a series of consultative planning programs designed to help you and your clients create customized solutions to meet specific needs.

Advisor programs to help your business grow

Our value-added programs cover a range of topics, such as IRA planning, wealth transfer strategies, business planning and retirement income.  Comprehensively designed, each program offers educational and promotional resources to help grow your business.

Personalized sales support and service

We take pride in our accessibility and personal approach to doing business with our producers and agents.  From product training to storytelling solutions, doing business with us is easy and effective. Adhering to the virtues of integrity, honesty and accessibility, our full-service sales support team is always available to assist you with:

• Platform representative and licensed banker sales training
• Prospecting and sales ideas
• Competitor analysis
• Consumer seminars and resource tools
• Continuing education courses

Products designed for the customer

We work with financial institutions to design customized products to meet the unique needs of your clients.  Recent collaborations have yielded a succession of profitable private label annuity product initiatives covering a broad range of services, including:

• Private-label product development
• Co-branded marketing collateral
• Promotional campaigns
• Syndicated offerings
• Internal and/or external wholesaling