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Navigating Life’s Challenges

Annuities

Let our experience team navigate you through the annuity marketplace. With some of the deepest roots in the industry, partnering with us means you will work with an organization that understands how to design and sell annuities. We work with the largest and most reputable annuity carriers in the world. Let us assist you with quotes, contracting and servicing for all your annuity needs.  We continuously research and determine the best assets to offer and hold within our portfolio.

  • Fixed
  • Indexed
  • Multi-Year Guarantees
  • Single Premium Immediate Annuities
  • Structured Settlements
  • Terminal Funding
  • Fixed Rate Annuities

Provide your clients with the stability of a fixed interest rate guaranteed to never fall below the stated minimum. Fixed Rate Annuities offer competitive interest rates that are usually higher than those of CDs or money market accounts.

Index Annuities

Index Annuities link interest credits to a common market index such as the S&P 500, NASDAQ or Dow Jones Industrial Average. If the market index declines in value, your client’s account is protected.

Immediate Annuities

Also known as Income Annuities, Immediate Annuities (or SPIA) generate income payments to clients within 12 months of the issue date. SPIA's are great for clients who seek the peace of mind that comes from a guaranteed paycheck now.

Request a Consultation

Let one of our team members contact you and discuss your needs. Whether your next opportunity requires a simplified underwriting process, affordable term life insurance, funding for a Buy/Sell agreement or an exotic, multi-index universal life insurance product with financed premiums, Pelorus Financial Group the experience and knowledge to assist you in closing your next sale.

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Start the research for your next case using the most competitive products to fit your client's needs.