• Fill Forms or Gather Assets?

    Spend time doing what you do best--helping clients plan to live the life they want--and leave the paperwork to us.

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  • Who Do You Love More

    The IRS or Your Family?

    This is a great question to ask customers. Obviously rhetorical, it's designed to get individuals thinking about financial planning objectives.

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  • THEY DON'T NEED ANOTHER INCOME STREAM, BUT THEY WILL NEED LONG TERM CARE

    Many Americans don't want to discuss the long-term care issues, because they are in denial.

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  • Don't Leave Your Client Destitute

    Offer a Restricted Medicaid Annuity

    Did you know that Medicaid applicants may not be eligible for long term care benefits if they have too much money?

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  • Protect Your Clients Hard Work with

    Dynamic Index Annuity Products

    Index annuity sales are on the rise. According to LIMRA, 2013 sales increased by $5.4 billion, representing a 17% hike in volume, more than any other form of annuity.

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  • No Pension.
    No Problem.

    Your financial institution should be in a position to provide retirement solutions for clients without a pension plan. A Flexible Deferred Annuity can deliver the safety, tax deferral, and choice that customers need to live the life they want.

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  • How We
    Build For You

    Cookie cutter-solutions don't work. Your bank, broker-dealer, credit union, and producer group is unique, and requires Annuity, Long-Term Care (LTC), and Life solutions that are custom-tailored for your business.

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4 Ways to Overcome Media-Driven Annuity Misconceptions

With a fixed or indexed annuity, a client would typically only pay a fee in the form of a surrender charge...

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Census Bureau Starts New Annuity Data Stream

Only 4.6% of U.S. households told census takers they had annuities or trusts in 2013, but those households had an average of $180,271...

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Financial Calculators Right Where You Need Them

We’re always trying to make it easier for advisors to build their business. That’s why we’ve added financial calculators to the front end of our website. There are times when it’s beneficial to produce an illustration for your client that isn’t product specific. You can also login to your dashboard, and find calculators and illustrations

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Check Out Current Carrier Ratings

For advisors in our client family, we provide a customized Advisor360 Dashboard. It only displays information that is relevant to you and your business. Not only does it show your license number for the carriers that you are approved to market, it also has current carrier overviews and ratings. Learn how A.M. Best Company, Moody’s,

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My Dashboard

When you login to your customized Advisor360 Dashboard, you’ll find that it has information specific to you and your business. The Quick Stats area conveniently displays the number of current applications, your contact information, and your Clarke support team. Your Insurance Companies show the carriers that you are approved to market with your license numbers.

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