ANNUITIES

“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:

Extensive product choice—select from a wide range of fixed, fixed indexed, variable, and immediate annuities, with single-life or second-life features
Income planning tools—help determine clients’ true income needs and what combination of Social Security, annuity payouts, retirement plan distributions, and income from other assets offer the best scenarios
Cross-sell opportunities—deepen relationships with income seeking clients by offering customized coverage for life, Medicare, long-term care, and off-exchange health insurance products

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.