Fidelity Investments Life Insurance Company Advisor Solutions
Retirement Savings

Fidelity's Annuity Service for Advisors can help you create a tax-efficient portfolio for your clients.
Lifetime Income

For guaranteed income in retirement, our low-cost income annuities may be an excellent choice for your clients.
Exchange to Fidelity

Many affluent investors own an annuity.
Term Life

Protect your clients and their families for a specific period of time and give them the financial security they want.
 
Speak with an Advisor Relationship Manager 1-800-910-7899
Send us an email

Do more for your clients.
Increase the assets you manage.

 

Harness the power of annuities and insurance through Fidelity.2 Grow the assets you manage, help lower your clients' costs, streamline your practice, and maintain your independence — our turnkey solutions make it easy to do. And because we do all of the insurance work, you can focus on what you do best. How can we help you?

 

Annuities

Help your clients save more for retirement or receive guaranteed3 income in retirement.

   Looking to gain Significant Tax Savings for your clients? Learn More.
Fidelity Investments partners with FundQuest. Learn more 		 
  Exchange an Annuity  
 

Exchange4 your client's existing annuity to Fidelity. We'll handle all of the work so you can focus on your business.

  
  Fidelity Advisor Annuity Service  
 
  Forms and Resources  
 
 

Insurance

Give your practice a competitive edge, provide your clients with a sound financial plan.
Speak with an Advisor Relationship Manager 1-800-910-7899 Send us an email
Fidelity Investments(R) Before investing, consider the investment objectives, risks, charges and expenses of the annuity and its investment options. For this and other information, call Fidelity at 800-544-4936 for a free prospectus or view one online. Read it carefully.
Principal value, income payments, and investment returns of a variable annuity will fluctuate and you may have a gain or loss when money is received or withdrawn.
† Fidelity Insurance Agency, Inc., has a regulatory review system that monitors and records incoming and outgoing e-mail communications, including attachments. Since e-mail is not a secure method of communication, please do not include any personal customer information.
* Average of 5 yr. rates available through Fidelity.
1 In New York, Empire Fidelity Investments Life Insurance Company,® New York, N.Y.
2 Insurance products are issued by Fidelity Investments Life Insurance Company ("FILI"), and in New York, by Empire Fidelity Investments Life Insurance Company,® New York, N.Y. FILI is licensed in all states except New York. Some insurance products are issued by third party insurance carriers. The contract's financial guarantees are solely the responsibility of the issuing insurance company. Fidelity Brokerage Services, Member NYSE, SIPC, and/or Fidelity Insurance Agency, Inc., are the distributors.
3 Guarantees are subject to the claims-paying ability of the issuing insurance company.
4 Before exchanging, customers should check with their current provider to see if it will assess a surrender charge, and also consider the existing benefits and features that may be lost in an exchange.
5 Fidelity Investments (and its affiliates) and FundQuest are not affiliated, and have separate products and services.
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