Peachtree Financial Solutions

Annuity Purchase Program - How It Works

By partnering with PALS, Agencies are able to provide a “high value” turnkey solution with minimal resource commitment and NO COST on your part.


How Does the Annuity Purchase Program Work?

     
  • BGAs/FMOs/IMOs provide us with a targeted list of producers
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  • BGA/FMO/IMO selects Internal Champion
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  • PALS pays for and conducts a two-tiered persistent, high value marketing campaign on your behalf
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    • One to promote program to enroll producers
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    • One to market program to producers’ client base
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  • PALS provides a toll-free number for clients to call to receive a no-obligation appraisal
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  • PALS provides a dedicated pricing and closing staff to handle all client requests
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For more information, please review our short, on-demand presentation.