We are very selective in developing relationships with agents who we connect with consumers. We have found that the best advisers offer the best companies with the highest financial ratings and competitiveness.
Representatives must be independent, meaning they represent dozens of companies impartially. We do not work with captive agents and financial advisors who can be limited to one or two companies’ product lines. We do not want to limit your choices and the possibility of getting the best product for your individual situation.
We require that agents or their firm have at least 20 years of experience in financial services. With experience, they are also likely to hold more licenses than required to sell fixed annuities. Many of the advisers that we refer are also stockbrokers and wealth managers.
These agents have shown their dedication to helping everyone regardless of the amount of investable assets they may have.