We don’t just sell products — we’re here to teach and guide you.
We are The Annuity Consultants Team (TACT). Knowledge is the most important tool to have when it comes to planning for the future. We take pride in our deep knowledge, extensive experience, and heart-centered planning mindset, and we put that into practice in every interaction. We practice meditation and mindfulness to guide our vision to better serve you.
Building a community of like-minded individuals is our purpose in this industry. We are here for you and want to support you in any way to make sure you’re providing the best solutions to your clients.
We offer multiple carriers for life, DI, LTC, and asset-based LTC. We aren’t a one-stop shop, but if you need something we don’t have, we can certainly point you in the right direction.
The more you know about which products and features are selling best, which sales and marketing messages are resonating most, and what’s happening on the product-development front, the bigger edge you’ll have in finding solutions for clients and, in the process, growing your business.
So, no matter whether you’re looking for the perfect solution for your client or the best way to bring in new business, TACT is here to help.
Our goal
Our primary goal is to educate you on the value of fixed annuities and life insurance for wealth building and income planning. We take pride in knowing you and your business, and we build an individualized plan to help connect you with qualified prospects.
What we offer
As fixed/index annuity and life insurance specialists, we give you access to our industry knowledge, and we provide you with access to major insurance carriers.
We also provide marketing services, so we can assist you in building a custom plan to help you generate leads, build your community, and close sales. Also, we specialize in more than annuities. We offer multiple carriers for life, disability, long-term care, and asset-based long-term care.
We aren’t a one-stop shop, but if you need something we don’t have, we can certainly point you in the right direction. So, no matter whether you’re looking for the perfect solution for your client or the best way to bring in new business, TACT is here to help.