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
   
Annuities
Retirement Savings
Lifetime Income
Exchange to Fidelity
 

Expand your practice; we handle all of the insurance work for you.

For guaranteed1 income in retirement, our low-cost income annuities may be an excellent choice for your clients.

Variable Income
Fidelity Freedom Lifetime Income®2

Transform your clients' retirement savings into a monthly "paycheck" that has the potential to grow with this variable income annuity.

Clients get:

  • Guaranteed lifetime income
  • The potential for payments to grow
  • One of the lowest cost variable income annuities available with an annual annuity charge of 0.60%, significantly lower than the industry average of 1.20%3

You get:

  • An income annuity with the chance for payment growth
  • The power to set your practice apart with a unique product
  • Hassle-free processing and management - we do all the insurance work
Fixed Income
Annuities with guaranteed Fixed Monthly Income

Turn your clients' retirement savings into a monthly "paycheck" with these fixed-income annuities* - no matter where the market goes.

Clients get:

  • Fixed lifetime income - guaranteed1
  • Competitive payout rates
  • The ability to choose from a range of payment options
  • The knowledge that these providers have met our standards

You get:

  • To offer your clients a way to generate income in retirement
  • Support from us - before, during, and after the sale
  • Get an estimate for fixed income annuity payments

Leave all the work to us.

Exchange4 an annuity to Fidelity

  • Increased assets to manage
  • Ability to receive your advisor fee for managing your clients' annuity assets
  • Potentially lower charges for clients
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Forms & Resources
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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. 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.
† 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 Guarantees are subject to the claims-paying ability of the issuing insurance company.
2 Fidelity Freedom Lifetime Income (Policy Form Nos. FFLI-Q-2005, et al. and FFLI-NQ-2005, et al.) is issued by Fidelity Investments Life Insurance Company. Freedom Lifetime Income (Policy Form Nos. EFLI-Q-2005, et al. and EFLI-NQ-2005, et al.) is issued by Empire Fidelity Investments Life Insurance Company,® New York, N.Y. Fidelity Brokerage Services, Member NYSE, SIPC, and Fidelity Insurance Agency, Inc., are the distributors.
3 According to Morningstar, Inc., Fidelity Freedom Lifetime Income's annual annuity charge of 0.60% is significantly lower than that of the industry's average annual annuity charge of 1.20% for immediate variable contracts as of 12/31/08.
* Fidelity Investments Life Insurance Company makes these products available to you (in New York, Empire Fidelity Investments Life Insurance Company,® New York, N.Y.), but these products are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. Fidelity Insurance Agency, Inc. distributes these products. The contract's financial guarantees are solely the responsibility of the issuing insurance company.
4 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.
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