Annuity Services

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Life & Annuity Masters provides support for over 22,000 contracted independent agents nationwide for all of their annuity needs. Annuities play a prominent role in a broad range of financial planning situations, and in particular in retirement planning, enabling your clients to save money and taxes while eliminating the fear that they will outlive their savings. There are many kinds of annuities - some tailored for income, some for future growth, and some as savings vehicles depending on the income and investment needs a particular client has.

Life &Annuity Masters offers both single premium immediate and deferred annuities, both fixed-rate and indexed, from the highest rated insurance carriers to help you provide your clients with the best option to fit their needs. Immediate Annuities (SPIA) have become increasingly popular as a way to guarantee an income stream that cannot be outlived.  Give us a call and we will shop your case from over 20 top-rated carriers to find the highest payouts available for your client.

For more information on the tools and resources below or for rates on immediate annuities please contact our Annuity Manager, Dennis Fontaine, or anyone in the marketing department can assist you with your needs.

Some of the helpful tools and resources we offer:

• Yellow Pad Presentation – Simple yet effective way showing the advantages of Fixed Indexed annuities
• Income Planning vs. Income Guessing – An easy to use script explaining Guaranteed Income Riders
• The Power of Safety – Client presentation comparing Fixed Indexed Annuities to the S&P
• The 12 Tax Traps – A guide showing how to avoid 12 common tax traps!
• Roth IRA Conversion Calculator – How to convert current qualified accounts to tax free Roth accounts.
• SPIA software – Quote the Top 10 current SPIA companies
• Income Comparison calculator – Compare the top Income riders side by side

(800) 997-8661