The future of business management

Your voice matters to us. We hear from financial professionals like you every week, and your input informs the support, technology, and education we offer to help make your job easier. It’s all part of our purpose — helping people live their best lives.

The advisor experience

Your one-stop shop to manage your book of annuity business, with access to illustrations, sales tools, training, appointment status, and more.

Serve your clients with ease

Individual customer portal

Once your clients register for the portal, they can quickly access their annuity policies and take advantage of several popular features in the portal, including the ability to transfer funds, process a future premium allocation, and view fund performance.

We take security seriously

We use the most sophisticated safety measures available today to protect your clients’ accounts. Learn about our multi-layered approach and how to help clients safeguard sensitive information.