The Right Product for Every Client.
40+ carrier relationships. Every annuity type. One quoting desk that finds the best fit — not the biggest commission. We sell what works.
We sell on contractual guarantees — not hypotheticals.
At Beacon, our wholesalers have a specific way of doing business. We build every recommendation around what the contract actually guarantees — not inflated projections, not hypothetical income illustrations, and not best-case scenarios that rarely play out.
We’ve seen what happens when agents lean on over-inflated projections to close a sale. The client wins on paper and loses in reality. That’s not how we operate.
Whatever case may come across your desk, we’ll have a fit for it. And we’ll show you products that we believe will perform exactly how they say they will.
Every annuity type, one quoting desk.
Fixed Indexed Annuities
Upside participation with no direct market loss. Ideal for clients transitioning from growth to protection — with index strategies spanning S&P 500, NASDAQ, and proprietary indices.
- Principal protection with index-linked growth
- Multiple crediting strategies available
- Optional income riders for lifetime income
- Surrender periods typically 5–10 years
Multi-Year Guaranteed Annuities
Fixed rates across defined terms — the annuity equivalent of a CD, without the bank. Our MYGA desk monitors rates daily and pushes top-of-market options in real time.
- Guaranteed fixed rate for the full term
- Terms from 2 to 10 years
- No market risk — rate locked at issue
- Competitive with bank CDs, tax-deferred
Income Riders & SPIA
Guaranteed income for clients who need a paycheck in retirement. We quote across carriers for the highest payout factor relative to your client’s age, health, and time horizon.
- Lifetime income guarantees
- Single and joint-life payout options
- Immediate and deferred income starts
- We quote across carriers for best payout
Rollover & Transfer Strategies
From direct IRA rollovers to 401(k)/403(b) transfers, we provide compliant templates, transfer tracking, and carrier-specific guidance for every rollover scenario.
- Direct and indirect rollover support
- Compliant letter-of-instruction templates
- Transfer tracking and status updates
- Carrier-specific guidance for each scenario
Ready to sell products that actually perform?
Contract with Beacon and get access to 40+ carriers, a dedicated quoting desk, and a team that puts the client first.