Us At FSD Financial Services
Deferred Annuities /
Life Insurance /
Indexed Annuities /
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About Us /
Since the fixed annuity and life
insurance marketplace is a
dynamic and often confusing environment, FSD Financial Services was
created in 1991 to overcome this complexity while fulfilling your
particular needs. We pride ourselves
on providing top annuity and life products, commissions (for agent and agency levels)
and unequaled services. We will process all annuity paperwork for you.
FSD provides you with the
experience, technical support and comprehensive access to the complex
fixed annuity and life insurance marketplace.
Why is independence so important?
FSD provides detailed and knowledgeable advice to serve you and your
client. Know your marketing group, ask them if they are independent or
owned by any insurance company. Then proceed with that information as
you review the products and carriers they are marketing.
Mail: 5530 Corbin
Avenue, Suite 101, Tarzana, CA 91356
Skype us direct:
Agent: Jeff Affronti is Master
General Agent for DBA's
AnnuityExperts.com, FSDFinancial.com, and
- Licensed in many states - Click here
for list of states and license numbers.
Locally serving the San Fernando Valley, Beverly Hills, Woodland
Hills, Calabasas, Malibu, Agoura Hills, Westlake Village, Thousand Oaks,
Simi Valley, Encino, West Hills, Chatsworth, Northridge, Camarillo,
Santa Barbara Oxnard, and Ventura
Why FSD Fixed Annuity Marketing?
Marketing Independence: FSD Financial is 100% independent. We are a family run
business, insurance agents are trained by a 18 year industry veteran who believes and teaches
that quality, integrity and expertise are what the Fixed Annuity business should be. FSD
Financial is not owned or sponsored by any insurance company. Give us a
call, see why agents consider us reliable and knowledgeable marketing group in the nation.
Insurance Companies: FSD Financial is a true marketing organization.
We not only appoint agents, we train them, and direct calls to us regarding
product specific questions. Once the sale is complete we review the
application and transfer paperwork before submitting. We can assist
insurance companies that looking to get into the fixed annuity field by
helping create and build products, set up commission schedules and
statements and market the product quickly to a quality group of independent
Why is this independence so important? FSD provides unbiased and expert
advice to serve you and your client. We have noticed recently a trend toward
punishing insurance agents who do not continue writing annuity business with a particular
carrier. This is facilitated by owning a marketing group. Know your
marketing group, ask them if they are independent or owned by any insurance
company. Then ask yourself, "do they provide unbiased advice or are they
more concerned about the insurer who owns them"? We believe, to get the most
honest advice your marketing company should be independent and best serve
you, the agent.
ANNUITY TRAINING EQUALS SALES COMFORT:
FSD's sales staff has detailed knowledge of
the fixed annuity marketplace. Our agents love the fact they only need one
source for all their fixed annuity product needs. Insurance agents simply call up to
discuss the clients situations and we brainstorm to find the appropriate fit for
that particular client. Our agents do not need to follow the rates from 20
companies, that's our job and are one of the best. Download the most current rates
24 hours a day at www.fsdfinancial.com. You can feel comfortable with the
products you present your clients.
LEAD PROGRAMS: We have been asked about providing leads. We found in
speaking with many agents that free lead programs offered are not worth it. At FSD we pay MARKETING BONUSES
on many products based on your production so you can
buy your own leads. Weather you want preset appointments, lead cards, radio
marketing campaign or to advertising by print. We will pay addition
commissions toward those goals and can help you link up with one in your
area. Excludes NY and certain carrier product line.
WANT A MARKETING LEVEL CONTRACT?: FSD is looking for some
"mini-wholesalers" who have 5 or more subagents. A limited number of
marketing level contracts are available. Pay your subagents full street
level commission and earn an override on ever sale for yourself.
Call Bob or Jeff for information or
click for more annuity agency
Learn more about our
independent agent program.
(FSD Brochure PDF)
Types Of Fixed Annuities:
Fixed Rate Institutional
- 1035 Exchanges
comprehensive approach to fixed annuities brings together a network of
carriers and resources to provide you with a level of service
unsurpassed in the wholesale brokerage community. At FSD, we are serious
about providing the Insurance Planning Professional with prompt
efficient service, case design, technical assistance, product training
and broad market access. In addition to supplying illustrations, we
provide the annuity broker with all necessary forms and contracting,
case submission, and post sale follow-up. At FSD, we recognize that your
time should be spent prospecting and selling--so leave the processing to
us. We continuously monitor the status of each submission for you for
fast and accurate results.
INFORMATION: FSD is dedicated to providing
the information you need to assure that you are current on all relevant issues.
For instance, we continually update and supply you with our FSD Fixed Annuity
Guides--an easy to use product spreadsheet featuring carriers & ratings, product
information, current interest & commission rates. Our Annuity Guides is a
quick reference guide for experienced agents. Agents should always check
carrier brochure and rate sheets for most accurate information.
OUR CARRIERS: FSD is a completely independent
annuity and life wholesale marketing organization working to meet our brokers’ needs. We have
developed relationships with many insurance carriers wherein our selections are
based on company ratings, product offerings, new business service and competitiveness.
FSD believes in the
value-added approach to insurance marketing;
this is why you can feel confident in our approach
to working with carriers. Our large number of carriers
helps us provide the products
maintains a nationally recognized expert that will help you every
step of the way. Jeff Affronti, President of FSD has overseen, as a Marketing
Organization, the placement of over $1 Billion of fixed annuities from
Hawaii to Maine. Keeping up relationships with the executives and staff
at the varies insurance company we represent as well as having a
national social media presence keeps FSD relevant. Jeff is often called
upon by carrier representatives across the USA to get his opinion on new
product ideas or current market conditions. Brenda FSD's office manager
has helped insurance companies refine their commission statements or new
business forms drawing on her over 40 years of experience in an
administrative role. FSD's expertise lies in understanding not only what fixed annuities offer, but how
annuities are built, priced and sold.
Join FSD and receive detailed client
illustrations, professional sales kits, fixed annuity product training and so much more.
Annuity Marketing Shop!
Still Family Owned & Operated. Designed For FSD
Agent Use Only.
5530 Corbin Avenue #101
Tarzana, CA 91356
Toll Free (800) 373-9697
Fax (818) 881-6973
CA Insurance License # 0518378
©2013 FSD Insurance Services