FOR REGISTERED INVESTMENT ADVISORS USE ONLY - NOT FOR USE WITH THE RETAIL PUBLIC.
Your Future in Fee-Based Annuities Starts Here
Contact FIDX Desk and start your transition to a fee-based annuity model today.
info@fidxdesk.io 267-900-8320 fidxdesk.io
THE DESK DIFFERENCE
• Access to a large catalogue of annuity solutions, offered by industry leading carriers
• Consultants can help you uncover additional opportunities in your current book of business
• Work with unbiased professionals who use technology to help find the right solutions for your clients
FIDX Desk expands the solutions you can bring your clients by providing access to a
diverse selection of annuity providers and products.
For RIAs and fee-based financial professionals without insurance licenses, offering annuity solutions to clients can be
difficult. FIDX Desk, an outsourced insurance desk (OID), simplifies the process and enables financial professionals the
ability to integrate annuities into their business. With FIDX Desk, you have access to:
Full Lifecycle
Annuity Management
Research products, oversee the
application process, and manage
your client's annuity, all from one
platform.
RIA
Transition Services
Speed up your transition to a fee-
based business and let us act as
the agent of record. You'll maintain
your client relationships and line of
sight to their contracts.
Tailored Fee-Based
Solutions for RIAs
Choose from some of the
industries top annuity products that
can provide:
• Retirement income
• Growth potential
• Legacy planning benefits
Expand Your Solutions Suite
