Annuities
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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.
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Contact Kate Peil for more information
Kate Peil
Director of Annuities
(972) 247-5300 Ext. 103
