• Fixed Annuity Business

Diligent product knowledge. Effective case design. Advanced business support.
You can focus on your clients, we’ll handle the rest.

We Are Your Team

When you work with us, we’ll work for you.

Specifically selected and always dedicated, our teams are here to help you implement results-driven marketing ideas and best-in-class sales techniques.

With our decades of industry knowledge and strong carrier relationships, our insurance licensed sales teams can help you explore more product options, all while keeping your clients’ best interests in mind.

Try us. Experience all the ways we can help you build your business. Give us a call today!

Annuity Sales Solutions

Working with Legend Financial Marketing Services gives you immediate access to a team of people who will help you find options for your customers’ retirement goals. Contact our sales marketers and learn how we can help you build your business. Call us today.

Case Design

The annuity product landscape is vast. So how do you know which products will work for your customers’ financial needs? That’s where we come in. Give us a client scenario and we’ll lay out the product options available. Our experienced Case Design Managers have the industry insights, the carrier relationships and the in-depth product knowledge across the board to help you fit together the pieces of your customers’ retirement puzzle. Call today to learn how we can help you find the solution that fits your clients’ best interest.

Online Product Search and Compare Tool

Search for products and compare them with other carrier products when it’s most convenient for you. Running your own business isn’t a 9 to 5 job. There are times when you need to check product options on nights and weekends. We have a solution for that — with Wink’s AnnuitySpecs Search and Compare Tool, you now have the ability to explore these options on your own schedule. AnnuitySpecs can support your daily business with:

Contact us today to start your AnnuitySpecs search now!

  • Product Specification

    Written in layman’s terms for quick assessment.

  • Side-by-Side Product Comparisons

    For competitive analysis.

  • Advanced Search Tools

    With the ability to save your searches for quick access.

  • Real-Time Product Ratings

    Rate apples-to-apples comparison.

Sales Support Team

Before you make the sale, you need to have ALL the information for your customers. That’s where we come in. Our Sales Support Team can help you get contracted with carriers, find the right forms, offer best practice advice and give you the one-on-one support you need to help you write more business. We’ll walk you through the entire process – from your first client meeting, all the way through the sale.

Writing Annuity Business

As an independent insurance and financial professional contracted with Legend Financial Marketing Services, you have full access to our Annuity Business Team. Our goal is to help you throughout the entire new business process. There are resources available that you can use to help write and submit more business.

Submit Your Business Faster with WriteNow

WriteNow allows you to pare down the paperwork and speed up the process of writing annuity business. In fact, applications submitted through WriteNow issue an average of three days faster than a traditional paper application.

Contact us today to learn how you can get access to WriteNow!

WriteNow gives you access to:

  • Up-to-date application forms
  • Checkpoints to ensure a complete and accurate application
  • Saved information from past applications

WriteNow is currently available for:

  • Allianz Life Insurance Company of North America
  • American Equity Investment Life Insurance Company
  • Great American Life Insurance Company
  • Lincoln Financial
  • Voya
  • Athene Annuity and Life Company

Back Office Support

You provide your customers with insurance products and retirement planning services, but you also run a business. That means you might not have time to process the stacks of paperwork or double check your electronic applications. We’ll do that for you. We’ll check your applications before they even leave your office to make sure every box is checked and the signature is signed, saving you time and preventing delays along the way.

You take care of your customer relationships, we’ll handle the rest. It’s what we do.

Getting Contracted

Get contracted quickly and easily when you apply online or download the application here and return it by mail.
For more details on the contracting with our carriers, visit the Get Contracted page.

When you contract with us, you have access to:

Dedicated teams to help you find the solution that best fit your clients’ needs

A suite of customizable, results-oriented marketing programs

Sophisticated sales solutions

If you have questions about the process, visit our Get Contracted page or give us a call to walk through the quick and easy steps of contracting with Legend Financial Marketing Services.