Most clients share the same goal of long-term wealth accumulation.
Application packages and case design consultations are provided prior to the annuity sale. Once received, all applications are reviewed for good order status prior to being sent to the carrier. Producers/firms are updated and notified proactively if there are outstanding requirements, and updated on the status of the case overall. 1035 exchanges are tracked to ensure timely receipt by the receiving carrier. Should there be an issue, there is also a dedicated resource team available to resolve the problem in a timely fashion.