Who do we refer to our network of advisors & why?

Scott Brooks, MBA, CFP®
1-3 min read

Who We Refer To Our Advisors & Why

We refer the following people to our network of insurance agents and advisors.

  1. Consumers who want an income later quote
  2. Consumers who want an index annuity proposal.
  3. Consumers wanting a legacy planning quote
  4. Consumers who are looking for a fee-based advisor or planner.

We do not do comprehensive financial planning.

If you would like to be connected with an agent or advisor who does, contact us, and we will put you in touch with someone in our network. We have worked with several experienced CFP®’s over the years. Some of our clients have also taught other advisors.

Internally we sell SPIAs, DIAs, and fixed annuities (MYGAs only). We have decided to stick with the simpler annuities and have our partner companies help you with the more complex ones.

This allows us to specialize in fixed annuities and connect you with firms in your area to explain the more complex ones.

If you need more information, read why we decided not to offer index and variable annuities.

We reveal who we refer to our network of advisors and why in this article. There is a method to our madness and we explain why we do what we do.