Providing Advisors game changing tools which sets their practice apart while simplifying and saving them thousands of dollars.

Our exclusive TIA Switch Safe will provide you with the proper documentation when moving your client’s assets to a fixed indexed annuity.

Switch Safe automates the customer sales and disclosure process by providing side by side comparison of over 42,000 financial products, fully customizable forms for suitability and risk, custom disclosure forms, and compliant meeting notes.

Contact your wholesaler for details.