As a financial advisor, you may encounter clients with existing annuities or those considering new ones. Navigating the complexities of these products can be challenging. That's where Foundational Income Associates (FIA) comes in.
FIA offers in-depth evaluations of existing annuity contracts and new illustrations, ensuring your clients receive optimal advice.
With experience reviewing thousands of annuity contracts, Brian Smith and William Wade provide tailored suggestions to meet your clients' unique needs.
Submit basic client and policy information, and within five business days, receive a detailed analysis and actionable recommendations.