Services
Everything a fiduciary actually needs.
Case design, due diligence, compliance, and technology — all built around fee-based annuity distribution with zero commission conflicts.
What we deliver
Four core services.
Each one designed to remove friction and strengthen your fiduciary practice.
Annuity case design
Our team works alongside you to structure the optimal fee-based solution for each client. Tax implications, income needs, legacy goals, and risk tolerance — all considered so proposals stand up to fiduciary scrutiny.
- Custom solution architecture
- Tax optimization strategies
- Income planning analysis
- Legacy planning integration
Product due diligence
Institutional-grade screening so you can recommend with confidence. Carrier strength, fee structures, rider costs, and historical performance — evaluated before any product reaches the platform.
- Carrier financial strength
- Product feature comparison
- Fee structure transparency
- Risk assessment reports
Compliance-friendly proposals
Professional proposal materials built to meet fiduciary standards from the start. Clear fee disclosures, risk documentation, and audit-ready formatting — so you never have to retrofit compliance.
- Regulatory-compliant templates
- Clear fee disclosures
- Risk documentation
- Audit-ready materials
White-labeled reports
Deliver polished, branded reports that reinforce your professional image while maintaining full transparency. Interactive digital reports, performance tracking, and client portal access — all under your brand.
- Custom branded materials
- Interactive digital reports
- Performance tracking
- Client portal access
Platform
Tools that save hours, not create them.
Every tool was built to solve a specific problem fiduciary advisors face with annuity distribution. No bloat, no legacy workflows.
Explore platformCRM integration
Seamless connection with Wealthbox and other platforms. Sync client data and eliminate double-entry.
Real-time product data
Always up-to-date product info, carrier rates, and market data. No stale spreadsheets.
Client-ready output
Generate professional comparison reports, fee analyses, and exchange proposals in seconds.
Book of business
Track your entire annuity portfolio. Status, renewal alerts, and performance analytics.
Compliance & reporting
Automatic audit-ready documentation with suitability rationale generated for every case.
Modern interface
Clean design that makes complex calculations simple. No training manuals needed.
Process
Getting started is simple.
Discovery call
We learn about your practice, clients, and goals — and confirm we're the right fit.
Platform onboarding
Full technology and reporting suite, curated products, dedicated support. Most advisors live within days.
Ongoing partnership
Continuous case design, market insights, product updates, and platform enhancements as you grow.
Support
We work with you, not around you.
Our team operates as an extension of your practice. Dedicated contacts, same-day response, and deep annuity expertise — whenever you need it.
Who it’s for
Advisors who put clients first.
Get started
Ready to see what conflict-free looks like?
Schedule a consultation to learn how our services and platform can strengthen your fiduciary practice.