Annuities
If you use Annuities as a way to fill the needs of your clients, Elite Assurance Team is the right fit for you. We have the experience and the tools to provide the best possible resources to propel your business to a different level. What are the results? You helping more people and spending less time doing it. When our Team is able to help you work more efficiently and effectively on each client you serve, your time is better spent on what is important, helping more of the right client’s. If you’re ready to take your business to the next level, let’s talk.
Back-Office Team
The Back-Office Team helps you determine the best option for your client’s situation. Your Team members factor in the client’s goals and supplies you with the best solution to meet their needs. This allows us to help you develop and deliver your plan keeping you doing what you do best, helping more clients.
Case Design
Annuity products have many options and you want to be sure you are recommending the best possible product that meets your customers objectives. Meeting your customers’ needs is of the upmost importance. That’s why our Team has understanding of the industry, carrier relationships, and in-depth product knowledge to help you find the right solution that meets your customer’s needs. It is nice to know you have an Elite Back-Office Team working with you, because the less time you spend working in the business, the more time you can spend working on your business.
AnnuitySpecs
Annuity preparation is sometimes done after hours. For the times when you need to check product options on nights and weekends, we have AnnuitySpecs. If you need to Search for and compare products when it’s most convenient for you, AnnuitySpecs can support you in providing needed details:
- Product specifications in clear terms for quick assessment
- Side-by-side product comparisons for competitive analysis
- Advanced search tools with the ability to save your searches for quick access
- Real-time product rate comparisons
Annuities Genius
ANNUITIES GENIUS is The MOST POWERFUL ANNUITIES DASHBOARD on the Market!!!
Get Free Access - This system is a benefit of being a member of Elite Assurance Team!
Annuities Genius is the only annuity database that includes all types of annuities in one place. It filters, compares and sort annuities by product type, issuer and more.
Annuities Genius provides FIAs, MYGAs, Income Annuities, Side-by Side comparisons, Brochures and reports. It offers State-specific variations, Real-time rates and more.
- Top Performing FIA accounts – Back tested performance for all FIAs. Compare the performance of indexed accounts side by side and see how they stack up against the market.
- VA Transition Report – Show your clients how a transition from a VA with high fees compares to an indexed annuity over the long term. (sample report)
- Top MYGAs – this simple tool finds the highest guaranteed accumulation rate available on the market.
- Instant carrier like illustrations – Quickly create full annuity illustrations with the click of a button. Illustrate FIAs, MYGAs and SPIAs.
- Lifetime Income Rider calculator – Quote all types of riders in one place. Compare riders, side-by-side and see how they affect the annuities performance.
- SPIA /DIA Calculator – Quote all immediate annuities from one place. Compare all payout side-by-side in the table.
- Death Benefit Calculator – Quote enhanced death benefit riders to provide the highest legacy to your errors.