Selling Annuities Simplified: Partner with Assurance Ally
At Assurance Ally, we understand that every advisor & agent has different goals when it comes to offering annuity products to clients.
Sell Annuities with 1:1 Support
You take the lead in selling annuities and life insurance products, while Assurance Ally provides expert support and resources. With Assurance Ally’s expert support, you can deliver tailored recommendations to your clients while saving time and increasing your close rate.
Dedicated Back-Office Team
Get personalized case design support to find the right solutions for your clients.
Access to 50+ Carriers
Provide your clients with a wide range of options from top-rated carriers.
Advanced Tools
Use AnnuitySpecs and Annuities Genius to compare products, generate reports, and create detailed illustrations.
Less Admin Work
Focus on growing your business, not on managing paperwork.
Why Switch to
Assurance Ally?
Assurance Ally is a boutique IMO dedicated to supporting advisors and insurance agents through personalized, 1:1 relationships within a Virtual Family Office setting. With over 20 years of experience and access to more than 65 carriers, we advocate on your behalf to present the best possible annuity products to your clients.
Annuities Genius: The Ultimate Dashboard for Annuity Insights
Experience the unparalleled power of Annuities Genius, the most comprehensive annuity dashboard on the market. As an exclusive membership benefit of Assurance Ally, you’ll gain free access to this cutting-edge system, designed to simplify and supercharge your annuity sales process. Easily filter, compare, and sort annuities by product type, issuer, and more—all tailored to your needs.
Key Features of Annuities Genius
Top Performing FIAs
Evaluate back-tested performance data for Fixed Indexed Annuities (FIAs) and compare indexed accounts side by side against market benchmarks.
VA Transition Report
Show clients how transitioning from a high-fee Variable Annuity (VA) to an indexed annuity can deliver better long-term outcomes.
Top MYGAs
Identify the highest guaranteed accumulation rates available, all at the click of a button.
Instant Carrier-Like Illustrations
Quickly generate full illustrations for FIAs, MYGAs, and SPIAs to streamline client presentations.
Lifetime Income Rider Calculator
Quote, compare, and assess the impact of various income riders, all in one place.
SPIA/DIA Calculator
Access side-by-side comparisons of immediate and deferred income annuities with ease.
Death Benefit Calculator
Provide enhanced death benefit rider quotes to maximize your clients’ legacy planning.
Personalized Support
Our team collaborates closely with you, ensuring tailored solutions for your clients' unique needs.
Administrative Efficiency
We handle the administrative tasks, allowing you to focus on client relationships and growth.
Types of Annuities We Offer
We offer a diverse range of annuity products to suit various client needs:
Fixed Annuities
Provide a guaranteed interest rate for a specified period, ensuring predictable income.
Single Premium Immediate Annuities (SPIA)
Begin payouts immediately or within a year after a lump-sum payment, offering immediate income streams.
Fixed Indexed Annuities (FIA)
Tie credited interest to a market index, such as the S&P 500, allowing for potential growth while protecting the principal from market downturns.
Multi-Year Guaranteed Annuities (MYGA)
Function like a bank CD with a guaranteed rate of return for a specific period, providing tax-deferred earnings.
Annuity Intelligence & Comparison Tools
Leverage Annuities Genius to simplify annuity research and illustration. Access a robust database of products, evaluate income riders, and generate hypothetical performance reports—all in one platform. Designed to save time and support compliance, it helps you present well-matched solutions faster and with greater confidence
Get Started Today
Partner with Assurance Ally to enhance your annuity offerings and provide your clients with reliable retirement income solutions. Contact us to learn more about how we can support you in selling annuities that meet your clients' financial objectives.
