Grow Your Annuity Business
With the Right Support
Download the free Annuity Whitepaper and learn how Pinney helps advisors identify opportunities, simplify product selection, and deliver better retirement outcomes.
Built for agents and agencies that want more confidence in annuity conversations, better case support, and a stronger path from opportunity to placement.
Why Advisors Work With Pinney
Our team helps advisors navigate annuity opportunities from the first client conversation through policy issue and ongoing support.
The Pinney Annuity Process
You stay in control of the client relationship while our team helps support the details that move cases forward.
Products We Support
Whether your client wants guarantees, accumulation potential, or income planning, Pinney can help you evaluate the right fit.
Why Advisors Refer Cases
Some annuity cases require additional product knowledge, carrier comparison, or suitability guidance. That is where Pinney can help.
Advisor Success Stories
A large premium case moved forward with the right product comparison and advisor support.
A retirement-focused client gained a clearer path toward predictable income planning.
The advisor strengthened the relationship and created a repeatable annuity conversation.
Frequently Asked Questions
Do I need annuity experience?
No. Pinney supports both new and experienced advisors.
Who handles suitability?
Pinney helps support the suitability process and application requirements.
Can I write my own business?
Yes. Advisors can write their own business with Pinney support.
Can I refer a case?
Yes. Pinney can help with referred cases and complex opportunities.
What carriers are available?
Pinney provides access to leading annuity carriers and product options.
How am I compensated?
Compensation can vary by product, carrier, and relationship structure.
Download the Annuity Whitepaper
Fill out the form below to access the whitepaper and begin receiving additional annuity resources, training, and case support from Pinney.