Breaking News

We are pleased to announce our newly formed annuity department is now officially open for business. Combining all the resources of a national wholesaler with the friendly service of a local agency, we are staffed and equipped to offer everything you need to succeed in the fixed annuity business. While our operation is new, our veteran staff has over 80 years of experience in the annuity market. We combine marketing expertise and support, with a superior system for tracking annuity transfers. Whether a transfer or new money, we guarantee that all applications that are not held up for licensing or completeness will be overnighted to the carrier on the same day we receive them.

 Our only mission is to help you succeed in the annuity business. Whenever you need applications, forms, licensing, or rates we can have them emailed or faxed to you in minutes. Whether you are an experienced annuity veteran or just trying to break in to the market we have the companies, products, tools and resources to help you succeed.

Annuity Department

1-866-607-0934

M.Carl Heintzelman, CLU

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