No, we do not refer agents that charge consultation fees or management fees on fixed annuity products. Therefore, prior to speaking with them you know that you will not be asked to pay them for their time. Agents that we refer out are commission-based only and only get paid if they can match you with the right annuity or investment. If you don’t purchase anything, they will not charge you.

Our referred group of agents must, when required, act as a fiduciary or work under the new “best interest” rule which stipulates that they must always place the best interest of the clients before of their own.