BECAUSE WE NEVER FORGET IT’S ABOUT YOUR CLIENTSYour Annuity Expertise Hub

SFG Annuity Advisors provides independent financial advisors with the tools, resources, and support they need to thrive.

Client Centered

Simplify Annuities.
Amplify Your Success.

At SFG Annuity Advisors we want to be your collaborative partner in sales and in your success. We’ve been helping advisors summit their annuity sales, and we’d like to help you too. With almost one hundred years of combined expertise, our sales team helps you navigate the dizzying annuity maze and provides the competitive edge to best your competition. When you succeed, we succeed.

The Safe Harbor For Discriminating Advisors

“In our practice, we have a steady flow of clients. But the amount of choice in the annuity market can be overwhelming and the last thing we want to do is make a foot foul that could end up being a disservice to them. The marketers at SFG really have a deep understanding of the market and protect my client’s best interests. I make it a best practice to start every client case with a call to them and that has really paid dividends.”

Michael A
Advisor 
Brick, New Jersey 

Annuity Architects Who See The Big Picture

“As an advisor in the business for decades, it’s great when I can find an IMO who understands the annuity market and can show me new ways to incorporate annuity concepts into my financial planning practice. That’s what I get with SFG - they help me remain the essential middle man. And because they are on my BD’s platform, they help keep me compliant”

Stephen G
Advisor 
Vero Beach, Florida

Partners For The Journey Ahead

“Years ago, we made a decision to strategically align with SFG Annuity Advisors to support our agency’s advisors. The relationship has been a win-win in every way. They are knowledgeable, responsive and friendly people to work with; always mindful of the compliance factors associated with our broker dealer.”

Joseph O. 
Principal 
Livingston, New Jersey

Our Advisor Relationships Go Far Beyond Transactions

“My relationship with SFG Annuity Advisors now spans more than 20 years. Over two decades, SFG has consistently proved themselves to be committed to my success in every way. They’ve truly helped me expand my practice, always available whenever I need them.”

Sally K
Advisor
Carson City, Nevada

Because We Never Forget It's About Your Clients

“I’ve been working with SFG Annuity Advisors for two decades. No other IMO has done for me what SFG does. They’ve helped me write tens of millions in annuities by holding themselves out to do joint client closes. They are professional, kind, and hold themselves out even to my clients when customer service needs arise. ”

Joseph S. 
Advisor
Wall, New Jersey 

The SFG AdvantageHelping You Discover Your Annuity Potential

Navigating the annuity market can be complex. We simplify the process, so you can focus on your clients.

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A Client Centric Vision

At SFG Annuity Advisors, we’re more interested in long-term relationships than short-term commissions. If that’s how you feel about your practice, you’re likely to benefit from a relationship with us. That’s because we never lose sight of the end user, your clients. In fact, we’ve been holding ourselves to a fiduciary standard long before it ever became the “in” thing to do or say.


Experience You Can Trust

Our greatest asset is our Intellectual Capacity. It’s why so many advisors come to us. They want to make suitable recommendations to their clients. They want to avoid annuity pitfalls. With almost two decades of expertise, our founders still work closely with advisors. That translates to a security in your planning and recommendations that are unrivaled.


Navigating The Annuity Maze

Most wholesalers don’t care what you sell, as long as you sell something. Our approach is different. At SFG Annuity Advisors, we carefully screen carriers and products. We believe that some things aren’t for sale, our reputation is one of them. SFG Annuity Advisors is where discriminating advisors and exceptional products intersect.


We’re Here For The Long Haul

At SFG Annuity Advisors, advisors start a relationship for sales support but become lifelong customers because of our commitment to service. Annuities aren’t short-term commitments and neither is our commitment to servicing you and your clients for life.


Partnerships For Success

For broker-dealers and career general agencies, we understand that financial advisors are your life blood. By choosing a partnership with SFG Annuity Advisors, we stand ready to serve your agency’s needs in these core competencies:

  • Annuity Expertise
  • Advanced Planning Concepts
  • Full-service TPA Support
  • Compliance & Suitability Watch
  • Revenue Sharing
Client Centered

A Commitment To Your Success & Your Clients' Best Interests

Client Centered

Dedicated To Securing Your Independence

Without YOU, there is no us! Our staff is, and always has been, about making you feel independent, but not alone. We respect the Golden Rule, to treat our employees, advisors, and advisors’ policyholders as we would like to be treated. We seek not only to meet your expectations, but to exceed them.

Unlock Your Annuity Potential

At SFG Annuity Advisors, your success is our business. We’ve already helped thousands of advisors unlock their true annuity potential, and we’d like to help you too.

Connect With Us800-605-4299