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Dallas: (800) 424-3978
Houston: (800) 358-6114
Philadelphia: (800) 424-3978 x132

Annuities


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 30+ carrier relationships and access to industry-leading product lines, summit Alliance Financial 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. 

LOOKING FOR THE INDUSTRY-LEADING PRODUCTS?

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

Dallas Office

14785 Preston Road
Suite 1000
Dallas, TX 75254
(800) 424-3978 TOLL FREE
(972) 247-5300 DIRECT
(972) 484-5981 FAX

Houston Office

510 Bering Drive
Houston, TX 77057
(800) 358-6114 TOLL FREE
(713) 953-9900 DIRECT
(713) 783-7812 FAX

Philadelphia Office

(800) 424-3978 x132
(610) 518-4860 DIRECT
(267) 200-0688 FAX



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