The Annuity Specialists Company Profile, Contacts & Intelligence

The Annuity Specialists Overview

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.

Website

www.theannuityspecialists.net

Industry

Financial Services

Founded

2017

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Compare Similar Companies to The Annuity Specialists

Explore companies in related markets and compare their industry and employee estimates.