Dedicated back office
Personalised case design support to find the right solution for each client.
Annuities
Selling annuities, simplified.
A dedicated back office, 73 carrier appointments, and free access to the most comprehensive annuity dashboard on the market.
73
Carrier appointments
20+
Years of experience
4
Annuity types
Sell with 1:1 support
You take the lead. We carry the rest.
Deliver tailored recommendations while saving time and raising your close rate.
73 carrier appointments
A wide range of options from top-rated carriers, with no exclusivity agreement.
Advanced tools
Annuities Genius to compare products, generate reports and build detailed illustrations.
Less admin work
Your attention goes to growing the business, not managing paperwork.
Annuities Genius
The whole annuity market, on one dashboard.
An exclusive membership benefit. Filter, compare and sort by product type, issuer and more.
Top performing FIAs
Back-tested performance data for Fixed Indexed Annuities, with indexed accounts compared side by side against market benchmarks.
VA transition report
Show clients how moving from a high-fee Variable Annuity to an indexed annuity can deliver better long-term outcomes.
Top MYGAs
The highest guaranteed accumulation rates available, at the click of a button.
Instant illustrations
Generate full carrier-like illustrations for FIAs, MYGAs and SPIAs to streamline client presentations.
Lifetime income rider calculator
Quote, compare and assess the impact of various income riders in one place.
SPIA and DIA calculator
Side-by-side comparisons of immediate and deferred income annuities.
Death benefit calculator
Enhanced death benefit rider quotes to maximise a client’s legacy planning.
Compliance support
Transparent product comparison reports to keep in the client file.
Product types
Four shapes of guaranteed income.
Fixed Annuities
A guaranteed interest rate for a specified period, giving the client predictable income.
Single Premium Immediate Annuities (SPIA)
Payouts begin immediately or within a year of a lump-sum payment, for an immediate income stream.
Fixed Indexed Annuities (FIA)
Credited interest tied to a market index such as the S&P 500, allowing growth while protecting the principal from downturns.
Multi-Year Guaranteed Annuities (MYGA)
Functions like a bank CD with a guaranteed rate of return for a set period, with tax-deferred earnings.
Get started
Enhance your annuity offering.
Reliable retirement income solutions, and a team that helps you place them. Let us show you how.