Annuities
Efinancial’s annuity center features fixed annuities from many of the top rated carriers in the country. Fixed deferred annuities are a safe, guaranteed way to save and build for retirement. Income annuities are perfect for those with a lump sum who need income.
Annuities are great for:
- CD rollovers
- 401(k) rollovers
- People approaching retirement who need income
- Retirees who need to increase their income over CDs
Does your client have an annuity they are unhappy with? Let us do a free policy review and see if there is a better value. We can help your client enter into a 1035 exchange and pay no tax on the transfer to a product that better suits their needs.
We have CD Annuities, Equity Indexed Fixed Annuities, Income Annuities, and the tools to help you select the best product for your client. Log in here and check our our always up to date spreadsheets. All the brochures and tools are in the Annuity Center as well.
Our wholesale reps have extensive experience in the annuity market and can provide guidance on your case. Whether you are helping a client with a 1035 exchange or helping a client through the important choices when choosing the retirement payout options available with a SPIA (Single Premium Immediate Annuity), our seasoned professionals are there every step of the way.
Try out our expertise on your next annuity case!
Contact our Annuity Team
1.866.837.5027