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Proprietary Product Development

Bringing you a competitive edge in your market.

Since forming in 2005, we have continually sought and found ways to add to the value we bring our producers.

When it comes to the products we offer in today’s competitive industry, that means favoring no particular carrier. Instead, we favor the best possible products for the consumer. We offer a wide range of the top companies and products available, allowing you to create unbiased, sound financial strategies with one simple call.

When capital constraints became an issue for our industry a few years ago, we grabbed the reins and actively sought opportunities to help our producers not only survive but thrive in an increasingly challenging environment. We formed a strategic partnership with Innovation Design Group to design innovative, exclusive products that would provide greater value to your clients.

We partnered with IDG because of their success in bringing cutting-edge products to the industry, and our first venture with them, the Secure Income Annuity (SIA), was among those successes. Together, we worked with Security Benefit Life Insurance Company to introduce SIA in March 2011 and it quickly became the No. 1 selling fixed index annuity in the industry1 gathering more than $7 billion in premium for AE producers since its release. Through the same partnership, we introduced the Total Value Annuity in 2012, garnering both premium and media attention by ousting the SIA to grab the No. 1 selling FIA spot in the third quarter of 2012 and generating nearly $3 billion in premium for AE producers since then.2

Our latest venture with IDG is the PrimePathSM fixed index annuity in partnership with North American Company – available exclusively to Advisors Excel producers!

We continue to work with IDG on product development and are continually meeting with carriers to discuss product concepts, largely based on input from our valued producers so that we can continue to offer a distinct competitive advantage in their respective markets.

PrimePathSM is issued by North American Company for Life and Health Insurance®, West Des Moines, IA. This product, its features and riders may not be available in all states.

Secure Income Annuity and Total Value Annuity are fixed index flexible premium deferred annuity contracts issued by Security Benefit Life Insurance Company. Producer features, limitations and availability may vary by state and are not available in all states. Fixed index annuities are not a direct investment in the stock market. They are long term insurance products.

1 According to AnnuitySpecs 2nd Quarter, 2012
2 According to AnnuitySpecs 3rd Quarter, 2012

Advisors Excel

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