Building a strong referral network
Generating referral business may be key to the success of financial professionals, but it can be a challenge. Find out how to potentially grow your referral network.
Our exclusive survey shows what investors want.
We've saved you hours of uncovering what the average consumer is looking for - so you can start a few steps ahead, using exclusive resources that help you kick-off, expand and close the Allocation Conversation!
Innovative products for your clients’ financial goals
We create innovative, competitive, and practical products that are designed to fit the financial goals of your clients – and help you deliver them the value they expect from their financial professional. Here are just some of the types of products we offer.
Fixed Index Annuities
A fixed index annuity (FIA) can give your clients growth potential for their retirement savings but without the risks associated with a down market. And some FIAs are designed to give them guaranteed lifetime income.
Our fixed annuities can offer your clients locked-in growth opportunities with competitive fixed rates. We also offer a fixed annuity that offers your clients the opportunity for more money towards qualified long-term care (LTC) expenses.
Registered Index-Linked Annuities
A registered index-linked annuity is designed to help clients gain control by balancing upside potential while limiting exposure to losses.
Find all the contact information to submit and service your business.