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.
Long-Term Care

Insure their assets against the expenses they could face for long-term care from chronic illnesses, serious injuries, or mental impairment.

Speak with an Advisor Relationship Manager 1-800-910-7899
Send us an email
   

Outsourcing to Fidelity. An easy way to grow your practice.

The Fidelity Advantage makes it easy to provide your clients with additional ways to save more for retirement,
receive guaranteed2 income in retirement, and help protect their wealth.

You get:

  • A way to access annuities and insurance products with no hidden fees
  • A way to access and make available to clients annuities and insurance products without adding staff
  • A competitive edge with unique products
  • Experienced Fidelity Advisor Relationship Managers who do all the processing and management work for you
  • Ability to view, trade, and create model portfolios for your clients' annuity assets through Advisor CHANNEL® if you're an advisor on the Fidelity Institutional Wealth Services platform

Clients get:

  • More assets under your management
  • Insurance Licensed Fidelity Advisor Relationship Managers who handle all the work
  • The ability to make available a product that is important to your clients' future

Our organization is financially strong.

  • In light of recent turmoil in the U.S. financial markets, it's important that our customers know that Fidelity Investments Life Insurance Company (FILI) is in a strong financial condition.
  • FILI has a financial rating from Standard and Poor's of A+ which represents Strong in financial strength (as of 05/07/10). FILI is also rated by A.M. Best as A+ which represents Superior financial strength (as of 06/11/10).3

A big win for you.

Exchange1 an annuity to Fidelity
We do the work. You get:

  • Increased assets to manage
  • Ability to receive your advisor fee for managing your clients' annuity assets
  • Potentially lower charges for clients
Get Details
 
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 variable annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information. 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 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.
† 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.
1 Before exchanging, customers should check with the 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.
2 Guarantees are subject to the claims-paying ability of the issuing insurance company.
3 Insurance company ratings are subject to change.
Advisor CHANNEL® download is Fidelity's proprietary technology platform and is available through Fidelity Institutional Wealth Services. Fidelity Institutional Wealth Services' products and services provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC.
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