Annuities

Fixed, indexed, and variable annuity solutions from top carriers. Our quoting tools and case design team help you match the right product to every client.

  • Fixed & Fixed-Indexed Annuities
  • Variable Annuities
  • Annuity quoting tools available
  • 1035 exchange & Regulation 60 support
  • Rollover case management

Life Insurance

Term, whole life, universal life, and impaired risk coverage from a broad panel of carriers. We specialize in finding solutions for hard-to-place cases.

  • Term Life (with renewals)
  • Whole Life & Universal Life
  • Indexed Universal Life
  • Impaired risk & non-standard cases
  • Online term life quoting tool

Disability Income (DI)

Short-term and long-term disability solutions to protect your clients' most important asset — their income.

  • Individual Disability Income
  • Business Overhead Expense
  • Group DI solutions
  • Multi-life & association programs

Roth IRA Conversions

Guide clients through the strategic process of converting traditional IRA assets to Roth accounts, with our dedicated support and conversion tools.

  • Roth IRA Conversion analysis tool
  • Tax-impact illustration support
  • Carrier coordination
  • Case design assistance

Access to Top Carriers

As an IFS agent you have access to a broad panel of insurance carriers, including our anchor partnership with Ameritas — one of the country's oldest and strongest mutual insurance carriers.

Ameritas
+ Multiple Top-Rated Carriers
Life Insurance
Annuities
Disability Income
Group Benefits