Consultancy firm focused around Fixed, Equity-Indexed, and Variable Annuity contracts. Uniquely valuable in new book acquisitions, practice transitions, and implementing client acquisition strategies inside of our niche.
Client Acquisition Strategies:
We will help you implement strategies that target prospects that have been sold inappropriate annuity products and assist in transitioning them into a better suited investment portfolio. This includes PR strategies and effective outreach to prime referral sources. Beginning to end solutions for quickly and efficiently growing your advisory business through this niche.
New Book Acquisition:
Our team can be contracted to do a thorough overview of newly acquired annuity assets on your book of business. We take a purely client-centric approach to helping you better serve your clients. Providing an expert review of a newly acquired client's annuity product: increases client retention, develops a strong client-advisor relationship, and dramatically increases referrals from your client base.
Complex Case Design:
We ensure your team receives non-biased consulting on which solutions are optimal for your more complex estate planning and retirement income planning cases. We work for a flat fee to remove conflicts of interest associated with which solutions we might demonstrate for a specific case.
Education:
We offer workshops and educational content to assist your team in being equipped to professionally and accurately access various annuity contracts that they might find in a client portfolio.
Company Details
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- retirement, annuity, insurance.
The Annuity Specialists Questions
The Annuity Specialists's website is http://www.theannuityspecialists.net
The Annuity Specialists's LinkedIn profile is https://www.linkedin.com/company/the-annuity-specialists
The Annuity Specialists's industry is
Financial Services
The Annuity Specialists's top competitors are
The Annuity Expert,
Annuity Services, Inc.,
The Annuity Man, Llc,
Baires Risk,
Athena Actuarial Consulting,
August Actuarial Consulting Llc,
Graeme Group Llc,
Annuity Capital, Llc,
Annuity Agents Alliance,
Annuity Sold.
The Annuity Specialists's categories are Financial Services
The Annuity Specialists's founding year is 2017
