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Annuity Solutions

We do the product work so you can focus on the client conversation.

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Annuity Income Max

Your client needs income that they won’t outlive. We compare riders, payout structures, and timing across carriers to find the strongest fit — then hand you a clean, client-ready recommendation.

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Annuity Rescue

Clients sitting in outdated or underperforming annuities deserve a second look. We analyze existing contracts, identify what’s worth keeping, and build a repositioning strategy that improves guarantees, reduces fees, or both — with a clear comparison your client can understand.

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Built for Annuities. Built for Advisors.

This is all we do — annuity design, illustration, placement, and post-issue support, every day, at scale. We know the products and we know the carriers, which means fewer surprises and faster turnaround for you.

When cases get complex, our bench strength shows up. Bring us the tough ones.

Our Carrier Partners

We partner with leading carriers, so every case gets the right fit.

Allianz logo
American National logo
athene logo
axonic logo
corebridge financial logo
F&G Annuities logo
Global Atlantic logo
Lincoln financial logo
Mass Mutual Ascend logo
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Oceanview
Reliance Standard
Sagicore
Securian 2025
The Standard
VIEW OUR FULL CARRIER LIST