FOUNDED IN 2013
Mike Wooters, Vice-President, formed the Annuity Vault with various partners, and comes with 20 years of experience in the Insurance brokerage community. He has been with several leading Insurance Companies as well as several Insurance Marketing Firms. His knowledge of insurance products especially with fixed annuities and fixed indexed annuities will help you grow your business. If you are looking for a competitive rate or to run an illustration for Income, don’t hesitate to contact him.
Josephine DiNardo is our Lead Case Manager at the Annuity Vault and comes with years of experience in the Insurance brokerage community. Josephine has worked with Bankers Life Insurance Company, as well as, Custom Benefit Plans Inc. If you are looking for a competitive rate or to run an illustration for Income, don’t hesitate to contact her at extension 219.
This is an exciting time for all of us here at Annuity Vault, and we like to partner with our sister company Custom Benefit Plans
Call us today at 866-422-9188 #5 to speak with Mike or Josephine.
Our Mission
Our mission is to provide dependable, trustworthy and friendly service, with the same understanding and concern as if each client were family. We pledge to honor our commitments to our producers and carriers by holding ourselves to the highest ethical standards.
Our entrepreneurial spirit encourages opportunity and growth while our contributions to the community offer inspiration and motivation. Our strength is inspired by our commitment to our clients, our industry, our employees and ourselves.
WHY WE ARE DIFFERENT
We’re an Independent Marketing Organization.
We strive to deliver objective insurance advice and product recommendations to independent insurance professionals.
We offer a comprehensive array of fixed and indexed annuities with attractive commission rates.
Our services include Contracting & Licensing Assistance, Sales Support and Product Knowledge.
We are affiliated with over 60 insurance carriers.
By having a wide selection of carriers, you can provide your clients with a product that best suits their needs.
We give unconditional back office support.
Our case management and administrative teams help with all aspects of your business. We offer the support you need so you can do what you do best – sell!
We provide education and training resources.
We can provide you practice management ideas and offer creative solutions to build deeper client relationships and make the sale.
We offer incentives and promotions.
We know you work hard and we want to reward you for it.
Call
866.422.9188 x5
Visit
616 Easton Road
Willow Grove, PA 19090
Fax
215.659.4708