Welcome Marketing Financial Agent!

Welcome Valued Marketing Financial Agent!

This website will give you access to historical performance data on the Fixed Indexed Annuity products you can offer through our firm.

$99/mo $25/mo for Marketing Financial agents!

Marketing Financial + Alyzer Partnership

Our partnership with this website is just one example of the many value added services we want to continually provide you.  If you are considering working with us for the first time, we hope that you will discover the level of dedication we have to our agents by providing them with the best tools and programs in the industry.  This website will give you access to historical performance data on the Fixed Indexed Annuity products you can offer through our firm.  The next time you meet with a client to take an application, these reports will take the mystery out of the allocation process.  You will now be able to show your clients an accurate look at the past to help them determine the best path they can take to enhance their growth potential.

Tools Designed for Agents

Explore the range of products we offer to elevate your practice.

Have the knowledge to accurately assist a client in determining where to allocate their index product.

Analyze existing products and create a re-allocation plan, or even a new sale possibility.

Get a different look by learning how the numbers work! This is a great tool to help professional as well as clients learn.

Compare your favorite Fixed Indexed Annuity allocation strategy to the current top MYGA, bond and CD rates.

Pull historical return charts on the index only and compare to the average of all indices used in products today.

Compare historical returns based on an allocation strategies and not individual crediting methods. COMING SOON

sell confidently

Use ALYZER for

Marketing

We have created a process called Retro Pricing, which shows ACTUAL returns on indexed annuities by going to the beginning of the back-test period, calculating what the rates were, and then moving forward.

Pre-Sale

We have a program that will walk through the numbers to show you exactly how indexed annuities work. Show your clients what to expect year after year in owning an indexed annuity.

Point of-Sale

Allocations are TOUGH. That’s why we have developed a software that will show you allocation examples based on historical returns using Retro Pricing. We strive to make allocations the easiest part of the application process.

Featured Carriers

Some of the companies a part of our softwares.

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