Why Choose Us As Your Annuity Partner?

Learn how we can make the difference in your annuity practice.

Behind Advisors, Ahead of the Curve

The elite advisors that partner with The Milner Group are dedicated to ensuring their clients receive the best solutions for their unique situations. We provide personalized recommendations from a comprehensive product portfolio. Our priority is keeping Milner advisors at the forefront of an ever-evolving industry through education on new products, strategies, and regulations.

As a proud member of the National Association of Fixed Annuities (NAFA) and Lifemark Partners, we are not only active in the annuity realm, but key innovators. Our organization was entrusted to help launch Lifemark’s annuity platform serving a large network of other professional organizations. Let our resources and experience elevate your practice to the next level.

Our Annuity Department offers:

Tailored strategies for wealth preservation and retirement planning
Monthly webinars led by industry thought leaders
Rate sheets updated weekly and access to Annuity Rate Watch
Proprietary product offerings from top-rated carriers
Multi-touch case management workflow

Join us on October 26th for a live webinar.

Drafting a data security plan and sharing it transparently with prospects will increase trust and keep your clients and your practice safe from these threats.