We understand your practice has distinct strengths and weaknesses. Taking advantage of our platform affords you more than just the traditional services you expect from a marketing organization, such as comprehensive case design and new business and transfer processing. Our comprehensive approach provides you with a robust and diverse array of both product and service-based solutions.
Who We Are
Gradient Annuity Brokerage (GAB) is an independent marketing organization offering fixed annuities. Our product lines help give your clients the opportunity to design the retirement they desire by helping provide them with financial protection, preservation and prosperity. As a financial services professional, you have an obligation to educate and assist your clients so they can make wise financial decisions. We are committed to providing you with a virtual home office, unparalleled support, specialized expertise, proven marketing systems, and comprehensive value-added professional and educational services that meet the needs of today’s senior population.
The benefit of our platform starts with our comprehensive suite of supportive services. An important aspect of providing the highest quality service to your clients is ensuring all transactions are executed accurately and efficiently. Each application is reviewed independently by two different team members on our dedicated new business team to help ensure all paperwork is complete and accurate. Our team is experienced with a wide variety of carriers, which ensures that neither you nor your client hit any unexpected delays. When your business is processed by our annuity new business team, you can focus more of your time on interfacing with your clients and understanding their needs, and less time on managing the administrative aspects of your practice.
When it comes to serving your clients and growing your business, you need to have more than just the right tools – you also need to know the right way to use them. We take great pride in providing you with personalized and dedicated business coaching to ensure you have the support you need to provide your clients with the highest level of care. Our depth of knowledge and services is unmatched in the industry, and our expertise will not only help you understand the latest industry trends – but we’ll give you the processes and technology you need to be ready to meet them.
Product Central is here to keep you updated on product information so that you can integrate the expertise of the Product Desk into your business.
Stay up-to-date and save time with Product Central
Product Central is a full-service platform that includes:
- Annuity and life illustrations
- Product training and industry news
- Live chat with the Product Desk for real-time assistance
Access for the whole office
The ability to delegate tasks to other members of your team frees up valuable time that you can use for more important things. With Product Central, any user from your office can request product illustrations on your behalf.
See the benefits of Product Central for yourself! Watch the video below.
We represent a variety of insurance carriers to help your practice succeed and help you offer the best solutions to your clients.