Optimize Your Clients' Annuities with Foundational Income Associates
Expert Analysis and Recommendations for Financial Advisors
As a financial advisor, you may encounter clients with existing annuities or those considering new ones. Navigating the complexities of these products can be challenging. That's where Foundational Income Associates (FIA) comes in.
FIA offers in-depth evaluations of existing annuity contracts and new illustrations, ensuring your clients receive optimal advice.
With experience reviewing thousands of annuity contracts, Brian Smith and William Wade provide tailored suggestions to meet your clients' unique needs.
To get you started, FIA has generously provided a free reference guide for our audience providing a framework for the types of review opportunities that exist for specific annuity situations. Complete the form so we can keep sending you other great resources and download the guide on the thank you page.
Copyright © 2025 Retirement Tax Services