As one of the largest brokerage agencies, Tellus offers some of the most comprehensive sales, marketing and medical underwriting support available in the industry today.
- Full Portfolio of Fixed Annuity Products
We offer a diversified annuity portfolio of more than 100 products from top-rated carriers that are consumer and producer friendly including multi-year guaranteed annuities, bonus annuities, fixed index annuities, single premium immediate annuities, and deferred immediate annuities.
- Dedicated Sales Desk
Our dedicated team of wholesalers, sales support associates, and case managers are here to assist you with your annuity sales. From product selection guidance and case discussion on complex cases to pre-sale support and application processing, the Tellus Annuity Solution Center can help grow your business.
- Full-Service Support
Every application you submit to Tellus will be assigned to a specialized case manager to review for potential issues before sending to the carrier. Our case managers will work closely with our providers and deliver you a detailed status update. Our licensing and contracting, sales support, and commissions teams ensure policies are issued as quickly as possible.
- GPS – Guaranteed, Predictable Solutions
Whether your client is seeking accumulation and growth products or income-oriented products, we are able to offer options for fixed annuity products that can offer solid guarantees1 that can provide your client with predictable payouts and guaranteed interest rates.
- Education and Training
Our wholesalers are dedicated to providing you with the necessary training to succeed in this competitive market. Between webinars, in-person training, presentations, and marketing content, you can become a confident and knowledgeable annuity professional.
- Advanced Strategies Using Annuities
Our team can assist you with the planning of case strategies and recommend solutions in areas such as qualified/nonqualified stretch, 72t/q distributions, wealth transfer options, trust-owned annuities, in-service distributions, as well as opportunities that exist for both the business markets, charitable planning situations, and our structured settlement referral program.
- Online Resources Including Current Annuity Rates
Through our website, cbsbrokerage.net, you have the ability to access current rate information. With over 100 products to choose from, our easy-to-read annuity ratesheets are an excellent resource that provides a detailed overview of products, interest rates, and product features. In addition, you can download forms and carrier software, view case status, request carrier supplies, and access additional marketing resources.
- Controls and Compliance Support
All materials, programs, and carriers run through an extensive compliance process. Carrier financials and stability in the marketplace are monitored on an ongoing basis and a high quality of due diligence is placed in the selection of appropriate and suitable products.
- Carrier Support
Our multiple carrier relationships give us access to dedicated representatives who provide additional support and training – educational webinars and training seminars, as well as online training and access to internal sales desk resources.
- Our People Experience
Our team of directors and wholesalers have a combined 150 years of annuity experience. We are knowledgeable, willing, and look forward to providing valuable insight to help grow your practice.