We currently have 445 Fixed Index Annuity Products. Use the form below to filter this report for the annuities that meet your client's strategic planning goals.
Annuity Best Interest Compliance
This customized report for you client's planning goals will help provide documentation on how your annuity recommendation was in the client's best interest.
Schedule a Zoom Meeting with Tom Vassallo if you would like to discuss a particular case.
Advisor Information
Rate Report Information
Non-Qualified
Qualified
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Dose Not Matter
Yes
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All Companies
A++ Only
A+ or Better
A or Better
A- or Better
B++ or Better
B+ or Better
B or Better
B- or Better
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Guaranteed Lifetime Withdrawal
Death Benefit
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