Annuity Products
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.
Introducing Advisor360
Access to Your Online Dashboard When and Where You Need It
Testimonials
Lynne Phillips
Director, Director, Licensed Bankers and FMS Insurance Synovus Securities, Inc. Columbus, Georgia
“With 27 years in financial services and 14 years spent at Synovus, I value and appreciate our 10 year relationship with Clarke Financial Group. Ron Tuerk, our External Wholesaler, has excellent product knowledge. He works directly in the field with our agents every week. Naomi Whitmer, Clarke’s Operations Manager, provides me with fast and efficient responses. Most importantly, Clarke’s online account application process is the best I have seen. The Advisor360 Dashboard with AnnuityXpress results in less NIGOs and is a huge plus to our licensed brokers.”
Connie Knox
President Investment Services Wescom Credit Union Pasadena, California
“Twelve years ago, I introduced Clarke to Wescom Credit Union as a partner in our fixed annuity business. Clarke provides the platform for our business – marketing collateral, documentation, and back office support. Their wholesalers work directly with my producers, attend our meetings, provide product training, help close cases and are extremely well-liked. Clarke, with more than 25 years of industry experience, adds value to our Credit Union.”
Gary Campbell
CEO & Chairman Financial Advocates Olympia, Washington
“Business has to be a win-win situation, and with Clarke it is. I’ve worked in financial services since 1987, and with Clarke for the past ten years. The relationship works, because everyone from leadership to wholesaler understands our bank, credit union and advisor relationships. Clarke offers more than product. The wholesaler presence is everywhere, all the time — meeting with advisors, attending our conferences, conducting training — making business easy. ”
Richard Lane
The Standard Insurance Company Bellevue, Washington
“Clarke Financial Group is consistently one of The Standard top independent marketing organization, I view them as the closest thing Standard has to a captive partner. We’ve worked with Michael Denton and Steve Gates for the past 10 years — as long as I’ve been with Standard. Not only does Clarke know our business in some respects better than we do, they helped shape and mold our fixed annuity product line from A to Z. Clarke breathes life into Standard, because of its great tenure, industry knowledge, and connections throughout the bank and broker dealer world.”
