Insurance and Annuities

You can offer your customers access to more than 50 insurance and annuity companies through our affiliate, Planning Corporation of America (PCA). Products include fixed and variable annuities, life insurance, long term care insurance and disability income insurance.

Handling insurance and annuity business through PCA gives you:

• Marketing support;
• A proprietary online annuity order-entry system;
• Monthly annuity values on consolidated customer statements;
• Licensing and appointment processing, and continuing education tracking;
• Point-of-sale assistance for life insurance;
• Advanced life insurance case design and illustration support;
• Long–term–care specialist;
• A variety of automated services, plus a trained staff of more than 55 professional associates.

In keeping with our philosophy of independence, you aren’t required to place your fixed annuity or non-variable life insurance business through PCA, however we do believe this service offers you and your customers tremendous value.

800-752-2657 • FID@RaymondJames.com
Member NASD/SIPC

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