• The Annexus Group Family of Products
• Senior Advisory Group
• Infinite Banking
• Circles of Wealth
• Fee based Accounts
We work exclusively on behalf of our reps and provide unparalleled levels of support. As the leading boutique platform with a "YOU FIRST" culture, we are changing the way the industry does business. We firmly believe that anyone can offer products, but to be successful one must differentiate themselves through enhanced service, innovative product offerings, and one-on-one care.
Innovation and service has become the cornerstone for helping our reps grow their business. As one of our reps, you can rest assured you will receive one-on-one care from our marketing and administrative staff – guaranteed.
We offer economic insights and access to monthly and quarterly review publications that will insure you are always armed with the best materials and information available.
We offer the most competitive products and services available today in the marketplace; from case design, software, technical resources, to competitive analysis, we offer it all with a personal touch. Our goal is to make certain our agents standout from the competition in their local areas. Call us today and let us put our experience to work for you and your clients.
We create customized proposals for your clients and provide investments strategies designed to solve their problems.
Profile clients risk tolerance level through a comprehensive 11 point questionnaire.
Select from either Advisor Solutions for self-managed or Strategist Solutions if you prefer to outsource money management
Hands-on case support and access to multiple portfolio management teams such as Russell Investments; Standard & Poor’s; UBS; JPMorgan, Vanguard: Lazard; Avatar Associates; Loring Ward.
Dedicated “Advisory team” to coach you and provide ongoing support throughout the entire process.