FSD Insurance Services - Independent Fixed Annuity & Life Insurance Wholesaler

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  • Home
  • Deferred Annuity
    • Request A MYGA Quote
    • Deferred Annuity Quotes
    • Split Annuity Quote
    • Calculator MYGA Compound
    • Savings Comparison Quote
  • Immediate Annuity
    • Basic SPIA Quote Request
    • Detailed SPIA Quote Form
    • QLAC Illustrations
    • SPIA With Liquidity
    • Types Of SPIA
    • SPIA Commission
    • Certain Only Return Rate
    • Installment Refund Period
  • FIA
    • Fixed Indexed Annuities
    • FIA Quote Request
    • FIA crediting calculator
    • Standard Ins. FIA Toolkit
  • Life
    • Life Insurance Quotes
    • SPWL Quotes
    • Life Insurance Commission
    • WealthMax
    • Single Primum IUL Info
  • Agent Area
    • LICENSING & CONTRACTING
    • Annuity Calculators
    • Annuity webinars training
    • Carrier Contests & Bonus
    • FSD-Spreads-Downloads
    • Specimen Contracts
    • News Keep Aware Of
  • About Us
    • Who we are
    • Contact Us
    • Annuity Blog By Jeff
    • Disclaimer - Terms Of Use

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FSD INSURANCE SERVICES INC.

Life Licensed Agent Services

Quality | Integrity | Expertise

The fixed annuity market is a fast-paced, ever-changing environment. FSD Insurance & Financial Services was founded to help life licensed agents navigate this complexity while meeting their risk averse clients specific needs. 


FSD is committed to providing timely, efficient service, case design, and technical assistance to life insurance licensed professionals. 


Independent wholesaler: What is the significance of independence? FSD gives you and your clients precise, unbiased and experienced guidance. 


Jeff Affronti is the President of FSD Insurance & Financial Services and an expert in sales, illustrations, and annuity products.  

He has created many educational videos on the FSD YouTube page that have helped agents across the country.


Darren Mitchell is an excellent resource who will assist you with licensing, contracting & commissions with carriers, and case underwriting.


FSD provides their agents with the expertise, technical support and comprehensive access:

  • Life Insurance and Fixed Annuities
  • SPIA/DIA—Single Premium Immediate Annuities
  • QLAC - Qualified Longevity Annuity Contract
  • MYGA—Multi-Year Guarantee Fixed Rate Annuity
  • FIA—Fixed Indexed Annuities
  • FPDA—Flexible Premium Deferred
  • IUL—Indexed Universal Life
  • GUL—Guaranteed Universal Life
  • SPWL—Single Premium Whole Life


Synergy With Many Groups 

  • INDEPENDENT AGENCIES
  • LIFE AND P&C AGENTS
  • CPA & CFP FIRMS
  • INSURANCE COMPANIES
  • RIA FEE BASED PLANNERS
  • BANKS AND CREDIT UNION
  • BROKER DEALERS
  • FOUNDATIONS AND INSTITUTIONS
  • FRATERNAL ORGANIZATIONS 
  • ATTORNEYS 
  • MUNICIPALITIES 


Versatile Products And Benefits  

  • TAX DEFERRAL
  • IRA & ROTH 
  • WEALTH TRANSFER
  • QLAC | LONGEVITY
  • TRUST OWNERSHIP
  • AVOIDING PROBATE 
  • 1035 EXCHANGES 
  • QUALIFIED TRANSFERS IRA to IRA 
  • TAX FREE DEATH BENEFITS
  • GUARANTEED LIFETIME INCOME
  • TAX EXCLUSION RATIOS ON INCOME
  • RETURN OF PREMIUM PRODUCTS 
  • INHERITED AND STRETCH (Q) (NQ)


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 looking to get into the fixed annuity field by helping with marketing and branding. We can also create and build products, set up commission schedules, client statements and introduce the carrier and the products quickly to a quality group of independent agents and agencies. 


Responsive Service

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 agents and advisors 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 our web-site and social media platforms where you can find product information, current interest & commission rates. 
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 who 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.
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🔔 Follow our social media accounts for more great content!

  • YouTube - https://www.youtube.com/@annuityexperts  
  • LinkedIn - https://www.linkedin.com/in/jeff-affronti-a1551834/ 
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  • Instagram - https://www.instagram.com/annuityexperts/ 
  • X - https://twitter.com/MrFixedAnnuity
  • Rumble - https://rumble.com/c/c-1096761

Our Brochure

OUR BROCHURE

Download PDF

A Few Of Our Core Carriers

IMO | FMO | MGA | wholesaler

We focus on the guarantees, not the assumptions!

 Quality | Integrity | Expertise  

FSD Financial Services Fixed Annuity and Life

28720 Roadside Drive STE 126, Agoura Hills, CA 91301

(800) 373-9697 - (818) 881-6970

FSD Financial & Insurance Services 

CaliforniA Insurance License #0B67385 

NON RESIDENT LICENSEs: AZ, CO, CT, FL, HI, ID, IL, IA, LA, MD, MI, NC, NV, NJ, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI


No information on this site is for use in New York or Puerto Rico.


Copyright © 2024 FSD Financial Services - All Rights Reserved.

Information enclosed is subject to change at anytime

state variations in surrender charges and interest rates - Be Aware


Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Disclaimers | Website by Jeff Affronti 

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