Brokerage

A key element of our value proposition for clients is in our annuity brokerage services. As one of the largest national independent advisory and annuity brokerage firms in the industry, we have well established, decades long relationships with all major insurance companies who underwrite annuity contracts. This unparalleled knowledge and experience along with our large volume of annuity placements and unique reverse auction competitive bidding process assures that clients will receive the most competitive annuity pricing available in the market today. Our team of experts will introduce insurance companies who best fit your needs and will help you feel comfortable that they will administer all benefit payments capably going forward.

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