Annuity FYI Affiliates are qualified Financial Planners, Financial Advisors, and/or Licensed Agents. They have been carefully chosen by Annuity FYI for their professionalism, knowledge, experience, and ethics. When you speak with an affiliate, either by phone or e-mail, they will share with you their broker-dealer affiliation, if applicable.

Annuity FYI Affiliates all share the same minimum qualifications:

  • For financial advisors fielding inquiries about variable annuities, Series 7 Securities License (allows for the selling of variable annuities, mutual funds, stocks and bonds)
  • Series 63 Blue Sky (allows the selling of securities outside of the representative’s resident state)
  • Life & Disability License (allows the selling of non-registered insurance products)
    At least 10 years of investment experience
  • No final complaints on their FINRA Record that resulted in a judgment against the advisor
    Annuity FYI pledge to find the most suitable annuity product for the client

When you call Annuity FYI, we will be pleased to send you Affiliate bios and individual qualifications beyond the above list.