Life & Annuity
Help your clients live life to the fullest by ensuring they’re equipped with financial solutions to help them secure income in retirement, leave a legacy to their loved ones, and more. Life and annuity products allow advisors to better serve their clients while boosting their own income in the process.
What are Life & Annuity Products?
Life and annuity products are designed to help your clients enjoy their retirement by creating financial peace of mind. Life insurance products can be used to replace loss of income or other end-of-life expenses while annuities help provide a stream of income during retirement years. With a variety of products available, you can customize a strategy based on your client’s unique situation.
Traditional Annuities
Traditional annuities provide income in retirement either for a guaranteed period or life. Policies are funded with a lump sum or regular payments.
Term Life Insurance
A no-frills, straightforward policy, term life insurance is designed to provide a death benefit in the event of the insured’s death within a specific time period.
Whole Life Insurance
Whole life insurance offers lifelong coverage with fixed premiums and a guaranteed death benefit, while also building cash value over time.
Universal Life Insurance
Combine life coverage with investment potential by offering your clients a policy with flexible premiums, adjustable death benefits, and growing cash value.
Our Carriers
We only work with the best. View our carriers and learn more about getting contracted.
Frequently Asked Questions
Learn more about life and annuity products, our process, how to get started, and how we work together.
Discover More About Life & Annuity
Download our Life & Annuity quick guide to explore product options, popular strategies, tips for selling, and more.
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What Our Agents Get
Let us help with the heavy lifting. When you contract with us, you’ll work with our dedicated team of product specialists dedicated to supporting your business. Plus, you’ll unlock exclusive access to our knowledge center containing resources like:
- Comprehensive product guides
- Consumer marketing materials
- On-demand webinar library
- Training tools and videos
- Latest product updates
