$400K in
Commissions
May Already Be in Your Book
Stop leaving hidden value on the table. Use the Annuity Refi Analyzer to identify outdated policies, improve your clients’ financial positions and unlock the revenue potential already sitting in your book of business.
Built for advisors who want a simple solution to growth.
Are Old Annuity Assets Quietly Holding You Back?
A lot of annuity business looks fine on the surface, but many older policies no longer do the job they were meant for. Low caps, weak participation and outdated features mean these contracts often sit in a book for years without a second look.
This creates a missed opportunity … for everyone. Clients remain in products that no longer align with their goals, while you overlook significant revenue already inside your existing base.
Just as you’d refinance a home to improve terms and flexibility, annuity refinancing identifies contracts ready for an upgrade.
Find a Better Fit
The Annuity Refi Analyzer tool allows you to compare an in-force annuity against a new product to see whether a refinance opportunity may be worth pursuing.
Real Advisors.
Real Refi Results.
Here’s how a few top advisors unlocked dramatic results by identifying annuity refinancing opportunities:
Advisor 1
From $0 to $22M in 12 Months
Advisor 2
$400K Commissions in 90 Days
Advisor 3
30 Apps in
3 Weeks
Worth a Fresh Look
Did you know that more than 70% of older annuity contracts are now mathematically replaceable? It’s true — many newer products can provide better income potential, enhanced benefits or more competitive features.
That is why careful reviews matter. When a better-fit solution exists, you have a responsibility to evaluate it and act in your clients’ best interests.
Ready to See What’s Hiding in Your Book?
More than 1,000 advisors trust Advisors Excel to help them with their growth needs. Access the Annuity Refi Analyzer now to see just one way we can make a difference in your bottom line and business. No cost. No obligation. Just results!
For financial professional use only. Not for use with clients or in sales situations.
This calculator is an educational tool to help you analyze the relative benefits of certain insurance products. The calculations available through this calculator are based upon product terms and conditions available on 6/26 - 5537739. The terms of products included in this calculator, including but not limited to guaranteed rates, may be subject to change. Consequently, while Advisors Excel makes reasonable efforts to maintain this calculator, it makes no warranty as to the accuracy of such calculations. To obtain current product terms, you must contact Advisors Excel’s case design department. Only insurance company-approved illustrations may be provided to clients.
The issuance of any annuity contract is subject to the issuing insurance company’s suitability and best interest guidelines, including guidelines concerning the replacement of annuities. There is no guarantee that any insurance company will issue an annuity contract to any individual client. Financial professionals are also subject to compliance with the applicable standard of care, and any recommendation must be made in the client’s best interest as appropriate to their specific circumstances.