Your clients
deserve a plan.
We build yours.
Beacon partners with independent agents to deliver the annuity contracts, carrier access, and back-office support you need to grow a practice worth keeping.
We help you with
We exist to make great agents
great businesses.
Most FMOs hand you a contract and disappear. We’re built differently — dedicated case managers, a real quoting desk, and carrier relationships that open doors others can’t.
We don’t hand you a login
and disappear. We build it with you.
Most FMOs give you access to a generic portal and wish you luck. We sit down with you one-on-one, learn how you actually run your practice, and configure every tool around your workflow — not a template.
CRM pipelines, follow-up automations, quoting workflows, content calendars — we build it, we train you on it, and we stay on the line until it’s actually working. Then we check in monthly to make sure it keeps working.
Not at all. We set everything up for you and walk you through it step by step. Most agents are up and running within a single call. If you can send an email, you can use these tools.
We're talking about a CRM built for annuity agents, automated follow-up sequences, content generators that write social posts in your voice, quoting tools, and smart workflows that handle your busywork. No robots replacing you — just tools configured around how you actually work.
Nope. The AI strategy consultation is included for contracted agents. We want you producing, and these tools help you get there faster. It's that simple.
Most FMOs hand you a login to some generic CRM and call it a day. We sit down with you, learn how you actually work, and build a custom implementation plan. Then we help you execute it. It's hands-on, not hands-off.
From contract to close
in three steps.
We’ve eliminated every step that slows agents down. Contracting is free, onboarding is fast, and support starts the day you sign.
Submit your information in under 10 minutes. Our contracting team reviews every request and activates your carrier appointments typically within one business day — no fees, no delays.
Log in to live carrier rates, the annuity quoting desk, income illustrators, and your dedicated case manager. Every tool you need to quote, compare, and close — in one place.
With case support handling the back office, tap into our marketing services — consumer-driven appointments, pre-set appointments, and compliance-ready materials — to scale production without scaling overhead.
Everything you need to
close with confidence.
Tools, training, and support built the way agents actually work — fast, specific, and focused on the case in front of you.
Ready to work with an FMO
that actually shows up?
Contracting takes less than 10 minutes. Our team reviews every submission and follows up within one business day — usually the same afternoon.