The fixed annuity marketplace is a dynamic and often changing environment. FSD Financial Services was created to overcome this complexity while fulfilling your particular needs.
At FSD we are serious about providing Financial Planning & Insurance Professionals with prompt efficient service, case design and technical assistance.
Why is independence so important? FSD provides detailed and knowledgeable advice to serve you and your client. Know your marketing group, ask them if they are independent or owned by any insurance company. Then proceed with that information as you review the products and carriers they are marketing.
FSD provides you with the expertise, technical support and comprehensive access:
Synergy With Many Groups
Versatile Products And Benefits
An IMO For Insurance Companies: FSD Financial is a true marketing organization. We not only appoint agents, we train them, and direct calls to us regarding product specific questions. Once the sale is complete we review the application and transfer paperwork before submitting. We can assist insurance companies that looking to get into the fixed annuity field by helping create and build products, set up commission schedules and statements and market the product quickly to a quality group of independent agents.
SERVICE: Our comprehensive approach to fixed annuities brings together a network of carriers and resources to provide you with a level of service unsurpassed in the wholesale brokerage community. At FSD, we are serious about providing the Insurance Planning Professional with prompt efficient service, case design, technical assistance, product training and broad market access. In addition to supplying illustrations, we provide the annuity broker with all necessary forms and contracting, case submission, and post sale follow-up. At FSD, we recognize that your time should be spent prospecting and selling--so leave the processing to us. We continuously monitor the status of each submission for you for fast and accurate results.
INFORMATION: FSD is dedicated to providing the information you need to assure that you are current on all relevant issues. For instance, we continually update and supply you with our FSD Fixed Annuity Guides--an easy to use product spreadsheet featuring carriers & ratings, product information, current interest & commission rates. Our Annuity Guides is a quick reference guide for experienced agents. Agents should always check carrier brochure and rate sheets for most accurate information.
OUR CARRIERS: FSD is a completely independent annuity and life wholesale marketing organization working to meet our brokers’ needs. We have developed relationships with many insurance carriers wherein our selections are based on company ratings, product offerings, new business service and competitiveness.
FSD believes in the value-added approach to insurance marketing; this is why you can feel confident in our approach to working with carriers. Our large number of carriers helps us provide the products you seek.
EXPERTISE: FSD maintains a nationally recognized expert that will help you every step of the way. Jeff Affronti, President of FSD has overseen, as a Marketing Organization, the placement of over $1 Billion of fixed annuities from Hawaii to Maine. Keeping up relationships with the executives and staff at the varies insurance company we represent as well as having a national social media presence keeps FSD relevant. Jeff is often called upon by carrier representatives across the USA to get his opinion on new product ideas or current market conditions. Darren FSD's VP and office manager has helped insurance companies refine their new business forms drawing on his over 15 years of experience in an operations role. FSD's expertise lies in understanding not only what fixed annuities offer, but how annuities are built, priced and sold.
Quality | Integrity | Expertise
5530 Corbin Ave, Suite 101, Tarzana, CA 91356, US
FSD Financial Services - CA Insurance License #0B67385 - Non Resident Licensed in AL, AZ, CO, CT, FL, HI, GA, ID, IL, IA, KS, LA, MD, MI, MO, NV, NJ, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI
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Information enclosed is subject to change anytime - Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Disclaimers
Website by Jeff Affronti
FOR AGENT USE ONLY - CA Insurance License #0B67385