USAnnuity Partners is a nationally recognized annuity wholesaling company serving the financial institution and broker dealer community. We deliver the best of both worlds – central processing and sales support coupled with regionally managed, face-to-face external wholesaling to your financial advisors. As a trusted partner, USAP’s experienced wholesaling team delivers consistent, compliant sales support bringing collaborative, balanced and innovative solutions to its clients. Our goal is to exceed your expectations.
We look forward to working with you.
Product Review and Due Diligence
Today more than ever before, annuities are under careful scrutiny by regulators and distributors. USAnnuity Partners has dedicated actuarial resources to help you meet the challenges of industry scrutiny head on.
We are unsurpassed in field coverage with 30 wholesalers with offices in key markets nationwide. Our wholesalers work closely with our headquarters and insurance home offices to meet your annuity needs.
With USAnnuity Partners, your cases enjoy not just occasional follow-up, but comprehensive follow-through, which encompasses application submission to policy delivery and commission payment.
USAnnuity Partners staffs specialists who know all of our carriers’ contracting and licensing procedures including re-contracting rules, state-specific pre-appointment guidelines and upline licensing override requirements.
USAnnuity Partners provides its distribution partners with advanced technologies for doing business in the insurance industry.
The annuity market is ever changing. New products hit the streets continually. Interest rates change monthly, sometimes weekly! Our team of experienced internal wholesalers provide case-by-case analyses, so your reps can find the best annuity to meet their clients’ needs.