The Annuity Source, Inc. is the chosen marketing organization for fixed index annuities for SIS Registered Representatives. All fixed index annuity business will count toward your GDC. SIS Representatives are always offered a competitive contract without any deductions by the Broker Dealer and there are even certain fixed deferred products that also count toward your GDC. These features, combined with expert marketing assistance, assure that SIS Representatives can have the best of both worlds.

Submitting Fixed Index Annuity Business

• Original FIA paperwork must be submitted to The Annuity Source, Inc.’s home office for review and suitability approval.
  

• Please include the below SIS Account Form for all cases and the SIS Switch form for replacements and mutual fund transfers.
  

» SIS Account Form

» SIS Switch Form

»SIS Approved Product List