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Annuities

Our dynamic annuity experts work hard to keep you up to date on the latest annuity strategies.

Let Asset help you get started now.
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Let's Increase Your Annuity Sales.

Since 1996, our financial professionals have placed over $11 Billion in fixed indexed annuity premium. Helping you increase your annuity sales by providing customized, comprehensive client solutions with five-star service is at the core of Asset’s annuity sales culture.

Our dynamic, energetic team of annuity experts work hard to keep you up-to-speed on the latest annuity strategies. Connect with an enthusiastic team that delivers on concept positioning, suitability, case development, and more.


Kurt Metcalfe
Annuity Sales Consultant

Business Consultants

Dee Costa

I would do anything to help my team be successful. I’ve analyzed my producers’ operations, met with their staff and coached them through their darkest hours. I have also been blessed to celebrate their successes. I don’t consider advisors a client; I genuinely feel that they are family. If it is a shoulder to cry on, help through a slump or closing a sale, or finding a mentor, I want them to know that I’m in their corner.

Sam Payne

My responsibility is to help advisors achieve success in their business, hold them accountable, walk alongside them through every facet of their sales and marketing process, and ensure that they are doing what’s best for their clients. These are exciting times, and I’m encouraged by what the future holds for us.

Chris Miller

My lifelong passion for the financial services industry helps me deliver custom tailored solutions designed to drive and increase your practice’s performance. Advisors on my team achieve new levels of success by integrating cutting edge sales and marketing techniques combined with regular coaching calls and on-site visits to your office.

Richard Paskal

I’ve learned to recognize and respect the uniqueness of each advisor’s practice; therefore I do not take a “one size fits all” approach in consulting with and developing business plans for my team. As a former small business owner, I understand the challenges that independent advisors face and find the greatest pleasure in helping my advisors achieve their business goals and personal dreams.

We Are Annuity Experts

It's your Asset Business Consultant's job to coach you to make the best use of our many products and services. Your Consultant helps make lead generation your top priority, analyzes your situation to create and implement a marketing plan, and ensures your clients' needs are well met through products, case development and underwriting.

Our annuity experts save you time

and make recommendations that can increase sales opportunities as well as provide a thorough understanding of the nuances of each annuity product.

Whether it’s fixed, indexed, or single premium immediate annuity product lines, the Sales Consultants at Asset can provide you with information to meet your client’s best interest.*

Our team works with hundreds of producers on a monthly basis.

Call us and you’ll instantly have access to a wide variety of compelling annuity products that have been researched for suitability. Our Sales Consultants will make sure that you understand what you need to know about annuity products and the role it can play in retirement planning.

Annuity Features

Annuity
Education

Lets Get Started
  • Crediting strategies
  • Lifetime income benefit riders
  • Comprehensive product detail analysis
  • Annuity concepts - basic through advanced
  • Suitability education
  • Product updates
  • Product webinars
Illustration
Support

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  • Lifetime income benefit riders
  • Immediate annuities
  • Illustration review
Case
Development

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  • Product Positioning
  • Laddering strategies
  • Annuity Sales Coaching
  • Multi-product solutions
  • Niche Product Recommendations
  • Suitability Review
Carrier
Research

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  • Strength and stability
  • Product evaluation
  • Competitive analysis

Asset Marketing Systems’ Sales Calculators are powerful tools

They allow you to compare different product types over a given timeframe. Asset’s Income Rider Calculator is designed to help you view potential income rider options for situations where assured income is necessary or desirable. Let us show you how sales calculators can help you!

ANNUITY TOOLS

Designed to streamline your business

1 Check Cases
Online
2 Online
Calculators
3 Submit Apps
Online
4 Annuity
eApp
5 Annuity
Watch
6 Annuity
Spec

Get Quotes & Check Case Status

Online solutions to build your business
With our online tools, we make it easier for you to know about and build your business.

Annuity eApp

Get more done...faster
Submit your cases online with our new Annuity eApp. Take the hassle out of submitting cases and do it online.

Online Calculators

Annuity Spec & Annuity Watch
Your time is valuable. Use our calculators to save time and be able to focus more on the needs of your clients.

Quotes And Case Status

Take the hassle out of submitting and checking cases.

Annuity e-App

Get more done...and faster.

Annuity Calculators

Save Time And Focus On The Needs Of Your Clients.

*Asset Sales Consultants do not provide tax, legal or investment advice and all clients should be encouraged to consult a legal or tax professional regarding the possible tax or legal implications resulting from the purchase of an insurance product. Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims paying ability of the issuing insurance carrier.