Why Choose Us As Your Annuity Partner?

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

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Behind Advisors, Ahead of the Curve

The elite advisors that partner with Milner Financial 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 Financial 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 LIBRA, 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 Experts offer:

  • 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
"The Milner Financial staff could not be more professional in case design, assisting with quotes, selecting the best companies for our clients and processing applications through the underwriting process."
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Mark S.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
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