Summit Alliance Financial, LLP

Summit Alliance Financial, LLP

  • 14785 Preston Rd Ste 1000
  • Dallas, Iowa
  • 75254-6810
  • Phone: 972.247.5300
  • Fax: (972) 484-5981
  • Website

Website Links

Description

Summit Alliance Financial, LLP’s Fixed Annuity Division is dedicated to providing advisors a wide array of financial products, innovative sales strategies and services designed to help clients build, protect, and preserve their assets for retirement planning. With 35+ carrier relationships and access to industry-leading product lines, Summit Alliance has a unique ability to access situations and find suitable solutions for your clients. Moreover, the service-based focus makes transactions simple and turnkey. A growing number of Americans are considering fixed annuities as a central ‘backbone’ to their portfolio for the control, flexibility and guarantees. Contact Kate Peil, the Director of Fixed Annuities with Summit Alliance to assist in designing a customized plan to meet your client’s retirement goals. Summit Alliance continues a strong tradition of responsive support to help our advisors navigate the ever-changing landscape of retirement planning. Look no further… Peil’s Picks offers the latest and greatest fixed annuity products, features, commission and more! Be sure to register for this weekly Eblast! Contact Kate Peil for more information Kate Peil Director of Annuities (972) 247-5300 Ext. 103

Fact sheet

Number of employees
70-99

Company contacts

  • Jim Elledge
  • Manager

Products & services

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