Annuity Products
40+ carrier relationships. Every annuity type. One quoting desk that finds the best fit — not the biggest commission. We sell what works.
At Beacon, our wholesalers have a specific way of doing business. We build every recommendation around what the contract actually guarantees — not inflated projections, not hypothetical income illustrations, and not best-case scenarios that rarely play out.
We've seen what happens when agents lean on over-inflated projections to close a sale. The client wins on paper and loses in reality. That's not how we operate. We present products that genuinely fit the need — with realistic expectations, transparent mechanics, and outcomes the client can count on.
Whatever case may come across your desk, we'll have a fit for it. And we'll show you products that we believe will perform exactly how they say they will. We look forward to meeting with you, learning how you currently do business, and offering solutions that help you secure the sale — while doing right by the client.
We lead with what the policy guarantees in writing — not what it might do in a best-case scenario.
We don't chase renewals with hypothetical income numbers. If it can't be counted on, we don't present it.
We match the product to the need — not the commission schedule. When the client wins, everybody wins.
Upside participation with no direct market loss. Ideal for clients transitioning from growth to protection — with index strategies spanning S&P 500, NASDAQ, and proprietary indices.
Fixed rates across defined terms — the annuity equivalent of a CD, without the bank. Our MYGA desk monitors rates daily and pushes top-of-market options to contracted agents in real time.
Guaranteed income for clients who need a paycheck in retirement. We quote across carriers for the highest payout factor relative to your client's age, health, and time horizon.
From direct IRA rollovers to 401(k)/403(b) transfers, we provide compliant letter-of-instruction templates, transfer tracking, and carrier-specific guidance for every rollover scenario.
Contract with Beacon and get access to 40+ carriers, a dedicated quoting desk, and a team that puts the client first.