Annuity Rescue Program

Save your clients an average of 70% in annual fees by exchanging their old, expensive annuities for today’s next-gen, commission-free advisory annuities.

Fee-Based Products Have No Lock Up Period

Zero-commission solutions on the Simplicity OID platform include annuities that offer improved liquidity.

A Simpler, Leaner Structure

Advisory solutions on the Simplicity OID fiduciary insurance + annuity marketplace are transparent and easy to use.

Potentially Save Clients Thousands in Annual Fees

Our fiduciary marketplace of insurance + annuity solutions include low-cost advisory solutions from more than a dozen highly-rated carriers.

Advisor + Firm Benefits

Research from IRI shows that nearly half of American investors have owned or currently own an annuity. Attract new clients by offering to review their annuities for them, and letting us help you locate a better solution.

Book some Time

Our licensed experts will review a client annuity, service an existing account, or simply present an overview of the Simplicity OID platform.