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
   

Round out your clients' financial plans.

We handle all of the insurance work for you.

Provide access to insurance through Fidelity and help protect your clients' assets, families, and health.

Term Life
Help provide peace of mind.

Protect your clients and their families for a specific period of time and help give them the financial security they want.

Clients get:

  • Financial security for their families
  • Low-cost coverage for a set number of years
  • Flexible terms and premiums

You get:

  • More assets under your management
  • Licensed Fidelity Advisor Relationship Managers who handle all the work
  • The ability to provide a product that's important to your clients' futures
 
 
 

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
 

Forms & Resources
View all Forms
 

Expand your practice with little expense.

Discover outsourcing services.
We'll:

  • Help you identify opportunities
  • Handle the insurance work
  • Provide the support you need
Get Details
 
Speak with an Advisor Relationship Manager 1-800-910-7899 Send us an email
Fidelity Investments(R) Fidelity Investments Term Life Insurance (Policy Form Nos. FTL-96200, et al. and FTL-99200, et al.) is issued by Fidelity Investments Life Insurance Company. Empire Fidelity Investments Term Life Insurance (Policy Form No. EFTL-99200, et al.) is issued by Empire Fidelity Investments Life Insurance Company.® Fidelity Insurance Agency, Inc., is the distributor.
† 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.
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