What We Do
Our Key Responsibilities
Marketing & Branding
Product information & Training
Staff recruiting & training
The dynamics of personal “branding”, program/product positioning, seminar and direct mail programs that work, as well as providing inter-active quote and illustration services for client presentations, are a few of the services that we make available to our producer associates. In addition, we have formed a group, called the “Blue Chip Club”, which, for a small, i.e. stipend of $25.00 a year, makes available a national group health insurance plan, at very affordable rates, with no age ratings and no pre-existing condition qualifications. Would that help you recruit wirehouse producers? In addition, members are eligible to receive a $55.00, first year discount for gaining certification by the National Ethics Bureau, which can do wonders for your credibility, especially in the senior market. In addition, we will give, FREE, 300 leads to each producer who becomes appointed through us.
In concert with the products and marketing services that we offer, we can also provide you with “talking pieces”, outlines, and seminar outlines that make your job easier, more enjoyable, and more profitable. We are committed to helping you increase the size and depth of your Assets Under Management, and have that as our primary objective in working with you. Becoming appointed with Life carriers through Annuity Ally, Inc., does not affect your commission payout rates We are happy to work with you, as an Independent Producer firm and with your firm’s General Agency. Transferring your appointments and appointing us as your marketing organization is as simple as filling out a form or two, or going on-line to one of our licensing affiliates and completing a master appointment form. We are here to help you! We look forward to answering your questions and working with you.
We are dedicated to provide you and your business with the best insurance/annuity products as well as marketing tools and services that are cost-effective, bring in new business, and help brand you in your marketing area. We have over 30 years of experience in the securities and financial services industry and have worked with hundreds of producers to help them invest their marketing dollars in the right areas, and assist them in turning prospects into clients. No one product or financial tool is the be-all and end-all for any situation, and we look at the overall client situation, as do you, to determine which program provides the best avenue for achieving their goals. We represent a wide array of products: Equity Indexed Annuities, Fixed Rate Annuities, Life Insurance, Variable Annuities, and LTC products, and our 30+ carriers generally are “A” rated or better.