Ten thousand Americans turn 65 every day. Many of these men and women do not have a Defined-Benefit Pension Plan. The annuity products available from the carriers we work with provide principal protection, growth potential and income that cannot be outlived.
You can rely on WMR to help you create guardrails to safeguard your clients’ retirement journey.
WMR offers annuities from 29 of the top annuity carriers. Products include fixed annuities, Multi-year Guaranty (CD) Annuities, Fixed Indexed annuities, Single Premium Immediate Annuities and Deferred Income Annuities.
We will help you determine the right product based on your client’s situation and needs. We provide product information, marketing supplies, and applications to help you make the sale and navigate the complex suitability and product training requirements currently in place.
Annuity Hot List
The Annuity Hot List provides a tip sheet with information on product design, rates, and compensation.
Annuity Training Guide
The annuity market is regulated by the state insurance department in your state with input from the NAIC. Appointment to the carrier, suitability training, product training and fully completed applications lay the foundation for smooth processing and a quick decision for your client.
2014 Tax Reference Sheet
A quick-reference guide to current tax rates, retirement account contribution limits, and more.
Annuity Product Grid
A side-by-side comparison of more than 200 annuity products.