Research, Quote, & Transact Annuity Sales

Key Benefits

Ensures agents are up-to-date with access to current rates & information 

Creates a more accurate and efficient research and transaction process for annuity sales

Easy access to state approvals, deposits, interest rates, surrender charges & bonus rates

Key Features

Over 750 Products

Access hundreds of products from over 50 top carriers

Accurate Carrier

Forms database updated directly by carriers, ensuring all information is accurate and timely

Automatic Kit

All required forms are automatically assembled into a single kit, so you always have access to what you need

Product Resources