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Annuities

LPL Financial is one of the largest distributors of annuity products in the industry today. Through LPL Financial, advisors have access to a broad annuity platform that includes the highest quality carriers and the most competitive fixed and variable annuities on the market.

In addition to a comprehensive selection of annuity products from more than 40 insurance companies, LPL Financial offers time saving resources to help you navigate this platform as well as efficient annuity processing to streamline your business.

Leverage LPL Financial Annuity Research Tools
LPL Financial offers several annuity research platforms, including:
  • Annuity Intelligence – a powerful variable annuity comparison tool that delivers detailed reports including fees and expenses, rider descriptions, subaccount data, and contract structuring guidelines
  • S&P VA Profiles – generates individual subaccount performance reports, hypothetical illustrations and contract profiles
  • Vital Annuity – a fixed annuity search engine that sources some of the most competitive products and rates
  • SPIA Quote Engine – a single premium immediate annuity quote engine that delivers guaranteed quotes from 10 premier carriers
Gain Annuity Processing Efficiencies
You will enjoy efficient online annuity processing, with faster payouts through netting of commissions and advances on exchanges and transfers. Key features include:
  • Eliminating “not-in-good-order” business cases so you know its done right the first time
  • Automatic licensing and appointment checks
  • Up-to-date product and carrier-specific forms in BranchNet
  • Same- or next-day investing for contracts funded from LPL Financial accounts
  • Simplified OSJ review process and easy status checks

At LPL Financial, you will be well-equipped to navigate through the ever-changing annuity product realm, on your terms.  Whether you prefer to access detailed product information on your own or prefer to pick up the phone and speak to a professional, LPL Financial is ready and able to provide you with the support you need. 


Optimum Annuity Portfolio Series
Strategic Alliance
Prudential Financial and LPL Financial formed a strategic alliance to bring independent financial advisors the Optimum Annuity Portfolios series of variable annuities. The Optimum Annuity Portfolios offer benefits for both your practice and your clients through the combination of Prudential’s ground breaking annuity products and LPL Financial Research expertise. The strength of knowledge and experience make the LPL Financial Research department unparalleled in designing allocation models and determining complementary investment styles using Prudential's existing sub-account managers for inclusion in the Optimum Annuity Portfolios.

(OAP Variable Annuities are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the variable annuity contract and sub-account carefully before investing. The prospectus contains this and other information about the variable annuity contract and sub-accounts. They can obtain contract and sub-account prospectuses from their LPL Financial registered representative. They should read prospectuses carefully before investing.)