WestStar Financial Group

CONNECT

Address:

8625 SW Cascade Ave, Suite 104
Beaverton, OR 97008

Phone:

503-521-7249

Fax/Other:

503-530-8543

Annuities

 

“Bringing Value, Experience, and Creative Solutions
to Your Clients”

  

WestStar Financial Group – Fixed and Indexed Annuities

First and foremost, WestStar aims to bring value to your business. Having a specialist for all things fixed and index annuities is one more way we are putting that into practice. The ever – and often quickly – changing world of annuities can be tricky to maneuver if it is not the focal point of your practice. When you join the WestStar team, you have someone to scour the landscape for you. Our Annuity Specialist – Chad Bulle – is here to make everything about selling fixed and indexed annuities easier for you; from getting the sales concepts and materials you need, to help with questions on the application. Additionally, WestStar’s brokerage ensures you and your client will be able to choose from a wide array of annuity carriers, providing strong competition for any fixed annuity scenario. Let WestStar Financial Group do the work of finding what’s best for you and your clients, so you can be confident that you are offering each of your clients the best the industry has to offer.

Fixed Annuity Products

Ø Single Premium Immediate Annuities (SPIA)

Ø Deferred Income Annuities (DIA)

Ø Traditional Fixed Annuities

Ø Multi-Year Guaranty Annuities (MYGA)

Ø Fixed Index Annuities (FIA)

Ø Lifetime Income Riders (non-annuitization income annuities)

 

 

Compensation

Ø Competitive Commissions

Ø Upfront and Trail Commission Options

Ø Weekly Compensation

Ø Financing Plan for new agents

Ø Company paid Retirement Incentive Plan 

Technology Capabilities

ØWestStar Broker Back Office

  • Annuity Quote Request
  • Annuity Case Management
  • Annuity Carrier Appointments

ØWeb Based Annuity Product Comparisons

  • Annuity Rate Watch – Used by the Annuity Specialist for Competitive Product Info
  • Cannex – Used by the Annuity Specialist to Find Highest Payouts for Clients
  • Fixed/Index Annuity Case Design and Marketing Materials

Contact Information

Chad Bulle – Annuity Specialist

cbulle@weststarfinancialgroup.com  |  503-278-1333