The Annuities Opportunity for Advisors

Explore our educational series about the evolution of annuities into versatile, dynamic solutions that can expand the potential of client portfolios and increase retirement confidence.

The Annuities Opportunity, article 1

Why now is the time to (re)consider annuities

The first article in The Annuities Opportunity series takes a look at the historical evolution of annuities, exploring how product innovation and compatibility with the RIA model have made annuities a worthy consideration for client portfolios today.

Insights: The benefits of annuities for clients and advisors

The benefits of annuities for clients and advisors

Diversifying beyond the traditional stock and bond portfolio gives you the opportunity to expand the potential of client portfolios. The second article in The Annuities Opportunity series looks at how exploring new portfolio options can create a host of benefits for advisors and clients alike.

Beyond income: Unlock growth and stability with annuities

Beyond income: Unlock growth and stability with annuities

In the third article of The Annuities Opportunity, we explore new fee-based annuities, which clients they are best suited for, and how they can help clients accomplish a broad range of financial objectives.

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How to launch an annuities program in your firm

A detailed roadmap for how to find success with annuities – for both advisors and your firm – including an overview of the process and how to maximize your partnership with the Flourish Annuities OID.

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform. Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC. Annuities shown on the platform are sold through Flourish Annuities, and are issued by one or more licensed insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2025 Flourish. All rights reserved.

∫ Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. All Flourish entities are affiliates of each other. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform and the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.

An annuity is an insurance contract. Variable annuities are considered securities. Securities are subject to investment risks, including possible loss of the principal invested. Annuities available on the platform are sold through Flourish Annuities and are issued by one or more licensed insurance companies. The issuing insurance company, not any Flourish company, is solely responsible for its own financial and contractual obligations. All benefits and guarantees of the annuity contract are subject to the claims paying ability of the issuing insurance company. This is not a proposal or a solicitation to purchase insurance and is for RIA use only. Flourish Annuities is not available to New York residents.