Peachtree Financial Solutions

Annuity Purchase Program

Welcome Independent Marketing Organizations & Brokerage General Agencies.

In these uncertain economic times, chances are your producers have clients who have had a change in their financial situation since purchasing their annuity; who have inherited an annuity and would rather have a lump sum; or for whom having cash today would be a better fit for their lifestyle.

Peachtree Advanced Life Solutions (“PALS”) is pleased to introduce a solution, offered exclusively to IMOs/BGAs/FMOs/MGAs, to benefit both clients AND producers.

Our turnkey, Private-label Annuity Purchase Program includes:

  • customized annuity marketing collateral
  • marketing campaign management
  • producer and client communications
  • dedicated pricing and closing staff