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Annuity Solutions

Annuity products and resources for insurance agents

Your destination for a wide variety of Annuity products and materials, crafted to provide you with the insights and resources needed to deliver impactful solutions for your clients.

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benefits of selling Annuities

Provide your clients with long-term security by offering annuities

By adding annuities to your portfolio, you can help clients plan for retirement with peace of mind while expanding your own business through cross-selling and building lasting relationships.

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Steady Revenue Stream

Annuities provide agents with consistent commissions, offering financial stability over time.
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Long-Term Client Relationships

Offering Annuities alongside other products strengthens relationships, increasing client retention and long-term loyalty.
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Comprehensive Coverage for Clients

Adding Annuities insurance to your portfolio complements Medicare and ACA plans, offering full financial protection to clients and creating cross-selling opportunities for growth.
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Top MYGA Annuity rates

Are your clients looking for an option that enables them to choose what suits their goals and needs? We've got you covered.

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3 simple steps to success

It all start with a portfolio review. Let PSM guide you in building the ideal mix of products tailored to your business needs.

1

Schedule a Portfolio Review

Let a knowledgeable marketer help you decide what you need based on your business needs.

 
2

Build Your Portfolio

Select the right mix of insurance plans to create a well rounded portfolio to fully cover your clients.
3

Serve Your Clients Better

With the right mix of products your ready to offer your clients complete peace of mind.
Schedule a Portfolio Review

Hear from Agents

“PSM made adding annuities to my portfolio easy. As someone who mainly sold Medicare plans, I wasn’t sure how to break into the annuity market. With their training and support, I quickly learned how to present annuities to my clients. Now, I’m providing more comprehensive coverage and boosting my income at the same time.”

Lisa Daniels, Agency Owner and PSM Partner

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Expand your brand with customized marketing solutions

The Marketing Hub offers customized, compliant marketing materials tailored to your needs. Our in-house design team helps you boost client acquisition and retention, all while saving you time and money.

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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.