Wealth Management Solutions is a truly independent national marketing organization specializing in Fixed Annuity products. We are a wholesale fixed annuity brokerage concierge for today’s investment professional who sells fixed annuities to the public. We focus on this one powerful segment of the investment marketplace to give our Brokers, Insurance Agents and Financial Planners the best and most knowledgeable service.
In order to help you, our highly qualified staff use their unique knowledge and experience to guide them through the hundreds of annuity products we offer. We represent more than 25 of the most competitive annuity companies in the nation… we will always have the right product for their specific annuity case. We offer investment professionals the tools and resources they need to make sales. ie. Sales Ideas, Searchable annuity database, Equity Indexed, Immediate, & Fixed Annuity Calculators.
We offer Discounted Lead Generation & E&O Programs