Annuity and Insurance Planning

Annuity and Insurance Planning

Annuity and Insurance Planning Support

Insurance services are essential to meeting your firm's clients’ wealth management needs. Your clients may require insurance solutions for their business, retirement or estate planning needs. At first glance, insurance may appear to be a complicated area of expertise. The Annuity and Insurance Planning Group’s mission is to help your firm's staff understand the variety of insurance solutions and the common client issues they address. With the backing and support of 1st Global’s Annuity and Insurance Planning Group, your firm has access to a team of
experts—giving you the expertise needed to solve even the most complicated cases.

1st Global’s dedicated Annuity and Insurance Planning Support team is available to assist your firm with:

  • Pre-sales support
  • Marketing
  • Implementation strategies including:
    • Product selection
    • Policy review
    • Comparisons
    • Illustrations
    • Quotes
  • Underwriting support
  • Case support
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Find a Wealth Management Firm

If one of the 1st Global-affiliated firms in your area is taking new clients, and you or your company meet the qualifications to receive tax-centric wealth management advice, we can help you find an independent advisor.