Strategic Annuity Consulting for Financial Professionals & Organizations
Independent consulting for institutions seeking deeper annuity expertise and perspectives with a product agnostic approach.
Schedule a 15 Minute Strategy Call To Determine If Our Services Are The Right Fit
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WHO THIS IS FOR
Designed for Professionals in the Financial Services Space
We work with:
- Financial Advisors, Broker-Dealers, and RIAs
- Insurance Agents and Agencies
- BGAs, IMOs, and FMOs
- Carriers and Product Teams
- Financial Institutions and Investment Banks
If annuities are part (or soon to be part) of your business and accuracy matters, this is for you.
Schedule Free 15 Minute CallWHY ANNUITY GIANTS STRATEGIC SOLUTIONS
Annuity Expertise Agnostic And Unbiased
Annuity Giants Strategic Solutions exists to support professionals who need:
- Clear product analysis without carrier bias
- Technically accurate case design
- Strategic guidance that holds up in real client conversations
- Help navigating complexity, not hype
This is consulting built on education, experience, and precision.
Schedule Free 15 Minute Call
A CLOSER LOOK AT WHERE YOU MAY FIT IN
Product Comparison & Competitive Analysis
 Side-by-side product and strategy comparisons focused on what actually matters:
- Crediting methods and index mechanics
- Fees, caps, spreads, and participation rates
- Income rider structures and trade-offs
No marketing spin. Just clarity.
Product & Index Design Consulting
Strategic consulting for organizations involved in product development or distribution, including:
- Index construction review
- Crediting strategy evaluation
- Product positioning and use-case clarity
Prospect Marketing Consulting
Guidance on how annuities are presented to prospects, with a focus on:
- Education based sales framework
- The perfect process
- Easy systems buildout
Built for long-term credibility.
Advisor Marketing Consulting
Helping organizations find quality advisors through:
- Educational content strategies
- A services overview no one could refuse
- Transparent advisor agreements
Training & Ongoing Advisement
One-on-one consulting, group sessions, and ongoing advisory support for organizations that want continued access to annuity expertise without hiring internally.
HOW THE STRATEGY & FIT CALL WORKs
What the 15-Minute Call Is (and Isn’t)
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This call is used to:
- Understand your role and organization
- Clarify what type of support you’re looking for
- Determine whether we’re a good mutual fit
This call is not:
- A sales pitch
- A free "Pick My Brain" session
- A deep technical review (yet)
If it makes sense to move forward, we’ll discuss next steps.
Schedule Free 15 Minute Call