“With today’s fast-changing insurance and investment environment, it’s more important than ever to have an experienced team behind you. We help agents write more annuity business because we know the market, the clients and prospects, and we know where to find greater opportunity.”

Mike Wooters, Vice President of Wealth Accumulation Products, Annuity Vault Inc., Custom Benefit Plans 

We can help you sell more annuity business and guaranteed-income solutions.

More options, highly rated carriers, and flexible distribution options

As more and more people reach retirement age, the market for supplemental and guaranteed income solutions is growing. Custom Benefit Plans has the expertise and resources to help agents write more annuity business.

You get step-by-step support that enables you to leverage likely prospects from your existing book, build relationships with financial planners, advisors and wealth managers, and help clients make decisions regarding their retirement plan and IRA assets. Join our network and you’ll have access to:

In addition, as your clients’ needs and outlook evolve, you’ll have resources to help you modify their income strategy, using insurance products to increase or defer income, position assets for tax-advantaged transfer, and much more.

Custom Benefit Plans’ Annuity program will meet all of your annuity needs.  If you are looking for a competitive rate or to run an illustration for income, don’t hesitate to contact our team.

Learn what Custom Benefit Plans can do for your business.