FAQs

A Few Things We Don't Mind Talking About

We're not mind readers but, this is what we would be thinking…

How are the products selected by your company?

Activation of the site will typically take less than one hour. However, the site will not be ready to "go live" for a few days. Setting up the customer and partner dashboards as well as the establishment of an SSL certificate for data encryption can take between 1-3 business days. Additionally, your customizations of partner content and configuring your organization in the partner dashboard will be completed at your pace. Until minimum organizational setup is completed, we cannot determine an actual launch date.

How secure is your site? I feel uncomfortable providing my personal information?

Of course, you should know that we use the strongest browser encryption available and store all of our data on servers in a secure facility. We also protect the privacy of you and your customers information and will never share your data with any third party without your permission. For more information, please review our Privacy Policy.

What kind of annuity is right for me?

That is a great question and one of the main reasons why we created ANNUITY LOGIC™. So many times there are inconsistent opinions on the type, product and amount one should have. We eliminate that problem by using advisor DNA blended with intelligent algorithms to deliver consistent, unbiased advise and recommendations. This way you can always feel good about the choices you have made.

How do I purchase a product from the screener?

Yes, you must be appropriately licensed and in good standing within the state(s) which you have a location based domain. For a securities version of the partner site, you must provide us with a list of you firm/individual CRD#s during setup. Additionally, you must maintain a minimum of $1,000,000 of errors and omissions insurance at all times. Failure to comply with either one of these requirements will result in immediate suspension of your partner subscription.

Do you have representatives locally?

You may not sub-lease any elements of your partner subscription. However, since there is legitimate intrinsic and market value to your partner subscription, you may assign or transfer your partner subscription to a third party. This may only occur after advanced written notice has been given and the third party has been approved by FTC.

If I buy a product, is it possible to change my mind?

All partners are required to be set up on monthly billing. You may use a credit card or Paypal account for recurring billing. Should billing fail, you will be notified and a 14 day grace period will begin. After the grace period expires, if payment has not been made - we will assume the identity of the domain. You will have the ability to reinstate the partner subscription provided the past due and current amounts are paid to date; and as long as it occurs within 31 days of the last billing cycle. Once 31 days has expired, placement cannot be guaranteed.

Will I be dealing directly with the insurance company or an agent?

For the current partner subscriptions available, absolutely! Because you are making the effort to market and brand your site - you are entitled to retain the relationship and normal commission based revenue as a result.

In the future, we expect to expand the partner subscriptions to new levels which allow for the sharing of costs, relationships and revenue.

Is there an additional cost involved working with your firm? Is there a fee?

Absolutely, we use the strongest browser encryption available and store all of our data on servers in a secure facility. We also protect the privacy of you and your customers information and will never share your data with any third party without your permission. For more information, please review our Privacy Policy.

Who do I call when I need service on my product?

All normal commissions will be paid directly from the Insurance Carrier where business is placed. However, any form of compensation earned and paid out as production credits will be sent via FTC or Sovereign Wealth Management Group, Inc.

What other services are available?

No, you do not own the location based domain, website, content or related technologies. You are leasing all elements through your partner subscription on a year by year basis.