Beacon Annuity Solutions
Whether you are a Carrier in need of a data solution to support your product development and sales efforts, a Distributor looking to support its sales team, a Third-Party Vendor searching for a data solution or Financial Professional researching the best product for their client, Beacon has a solution to meet your needs.
Carriers
Modernize your product development and rate setting efforts though real time access to all the annuity product and sales information required to gain a competitive edge. Whether its workstation access or an API to drive your pricing and analysis tools, Beacon has the solution for you.
Distributors
While effectively managing your firm’s product shelf, also maximize sales and minimize compliance risk by providing your agent and advisors with the tools necessary to successfully navigate the current regulatory environment. Contact us to learn about our custom solutions.
Third Party Vendors
Considering a data solution to improve your customers experience? Look no further than Beacon, our consultants will work with you to identify a custom solution to give your firm the competitive edge.
Why Choose Us
Industry Experience
Founded in 1998, Beacon has over a 100 years of combined Annuity Industry Experience
Product and Rider Details
Beacon offers an unsurpassed data set of high-quality product information across all lines of business (i.e., VA, Fixed Index, RILA, and Fixed products) with a historical record of over 20 years.
Access
Currently supports over 250,000 agent and advisors throughout the entire sales process, giving us the scale necessary to ensure real time access to carrier approved product and rate information.
Secure Data Feeds
Extensive experience providing secure custom data feeds and API’s to all sizes of financial services organizations and software vendors.
Customized Solutions
As industry insiders we understand the unique needs of our clients and can identify and build customized solutions.
Our Clients
We work with leaders from all sides of the insurance and financial services industry, including the regulatory community. Through these relationships, Beacon supports well over 250,000 agents and advisor in fulfilling their regulatory obligations.
Client Testimonials
Beacon Research provides Foresters Equity Services with the market intelligence to assist our representatives with variable annuity product decisions which has become more challenging than ever in today’s regulatory environment. The VA Nexus database includes all the annuity companies on our approved product list with up to date accurate profiles and is a simple search by product or company. The Beacon Research team is pleasure to work with and very responsive to all our questions and needs.
Laura Malechuk | Vice President Beacon Research provides Foresters Equity Services with the market intelligence to assist our representatives with variable annuity product decisions which has become more challenging than ever in today’s regulatory environment. The VA Nexus database includes all the annuity companies on our approved product list with up to date accurate profiles and is a simple search by product or company. The Beacon Research team is pleasure to work with and very responsive to all our questions and needs.
Laura Malechuk | Vice PresidentHow to Reach Us
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790 W. Frontage RD,
#335 Northfield,
Illinois 60093 - [email protected]
- 1(800)720-3504
The data and research Beacon provides is top-notch. They do a phenomenal job of taking complex annuity data and summarizing it in a very clear, accurate and concise manner. The simple layout and format of the Variable AnnuityNexus tool allows our team to navigate the annuity profiles more efficiently compared to other systems. I’m convinced Beacon has the best data and service in the industry.
Jamie D. Awe, CRPC® | Vice President Senior AnnuitySpecialist Robert W. Baird & Co.