Annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal.
Modern Solutions for Modern Times
Today’s annuities are effective tools that help you address clients’ shifting priorities and a variety of financial planning obstacles. Discover how they may help strengthen client portfolios, while also creating opportunities to enhance relationships.
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RIA-Class annuities
Annuities reimagined for the fee-based model are advisory-fee friendly with lower costs and no commissions or surrender charges.
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Dedicated RIA support
Specialized in the needs of your RIA practice, we’re here to help make your job easier.
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Direct-to-RIA platform
No subscription fee or intermediary needed – we partner with industry-leading providers and platforms so that our annuities easily integrate with your reporting and planning software.
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Tools for RIAs
Our library of digital tools makes doing business with us easy and efficient – from a simplified digital submission process to scalable fund model implementation.
That feeling when it's payday...but in retirement
