Life-and-Annuities

Better monetize your annuity block of business with Premier Planning

Premier Planning works with the top, major annuity carriers to ensure the most appropriate options for Agents to provide to clients. As an Agent, when you partner with Premier Planning you have access to unique sales concepts and marketing strategies.

Our Principals’ participation in Advisory Councils and industry forums make us a leader in the annuity world. Premier Planning Agents have access to the latest industry news, products and evolving trends. The Life and Annuity marketing team can provide you with training and superior back-room support.

Beyond traditional life and annuity products you also have access to the following with Premier Planning:

  • Irrevocable Life Insurance Trusts
  • Life Settlements
  • Premium Financing
  • Policy Consolidation
  • Key Man Policies
  • Funding Buy Sell Agreements
  • Using Life Insurance to Supplement Retirement
  • Single Premium Life Insurance
  • Indexed Annuities
  • And, Other Life Insurance Strategies

For more information on Annuities or advanced life insurance strategies, contact one of our National Marketing Directors today and begin to monetize your current block of business.