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Working with us

We’re custom built to serve the advisory community. If you’re an RIA, or fee-based registered representative considering expanding your assets under management to include insurance solutions, we’re here to help you. And it’s our job to make that easy for you and your clients.

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Delivering a holistic advisor experience is our priority

Since 2005, we’ve led the way helping RIAs and fee-based registered representatives incorporate advisory annuities into their clients’ investment strategies. And over time, we’ve gained more experience and knowledge about what’s important to you and your clients.

For Registered Investment Advisors (RIA)

We have specialized services to help integrate protection solutions.

See how we support RIAs

For broker-dealer reps

We know how to work within your broker-dealer’s guidelines to help you integrate protection solutions.

See how we support registered reps

Experienced advisory consultants dedicated to supporting you

We’ve built expertise within our advisory consulting team. They can help you understand industry trends and how our advisory solutions can help protect your client. And when your client has a need that one of our solutions can help solve, they’ll guide you through the account opening process.