Fsd Financial, Inc.

Description

SERVICE: Our comprehensive approach to fixed annuities brings together a network of carriers and resources to provide you with a level of service unsurpassed in the wholesale brokerage community. At FSD, we are serious about providing the Financial Planning Professional with prompt efficient service, case design, technical assistance, product training and broad market access. In addition to supplying illustrations, we provide the annuity broker with all necessary forms and contracting, case submission, and post sale follow-up.

FSD is an independent provider of insurance products. We specialize in Fixed Annuities and Life Insurance.

INFORMATION: FSD is dedicated to providing the information you need to assure that you are current on all relevant issues. For instance, we continually update and supply you with our FSD Fixed Annuity Guides--an easy to use product spreadsheet featuring carriers & ratings, product information, current interest & commission rates.

Assistance is given at every level during the processing of your case. Help can be received in completing the initial paperwork (application, 1035 exchange or qualified transfers, disclosures, replacement forms, etc). Follow-up is done with each company where a case has been placed and the agent is informed each step of the way. We work on sending clean cases to the companies, however if a problem occurs, we work to clear up whatever the problem is with the accepting company or the transfer company. We try to get the case completed as swiftly as possible in the shortest amount of time.

Gives us a call before your next meeting and we will help you choose the perfect product for your client and give you some specific sales ideas. To help you make a professional presentation FSD will put together a sales kit for you. The sales kit includes all necessary paperwork like transfer, replacement and disclosure forms as well as easy to follow product specifications so you will always be prepared for any questions your client may have. FSD stocks all of our top carriers supplies so we can get them out to you in a hurry. Let FSD help you make the sale.

Fact sheet

Company contacts

Products & services

Similar companies nearby