and Program Support
annuity products to help clients PLAN the life they want
There are a number of annuity products that can meet the needs of your financial institution. We work with you to determine, which mix of carriers and annuity solutions are appropriate for your market demographics. As your wholesaling organization, we support annuity sales with on site product training, home office appointments, and contracting support. We also train your producers on the use of AnnuityNet, our automated application tool. It streamlines paperwork and approvals for connected advisors, freeing their time for more annuity sales.
|Fixed Annuities||Qualified LTC Annuities|
|Index Annuities||Variable Annuities|
|Immediate Income Annuities|
Did you know?
- most annuities offer some form of investment guarantee?
- most annuities offer triple compounding: interest on the principal, interest on the interest, and interest on the tax you would have paid without tax-deferral?
- Some carriers offer fixed annuities with qualified long-term care riders?
- an existing life insurance or annuity product can fund a hybrid product via a 1035 exchange?
If not, let us tell you more…
We are ready to make your search for the best products and carriers much easier? You’re the decision maker. Plan to live… the life you want by working with us. Contact us today at 844.CFG.PLAN (234.7526) or email our leaders.