Annuity solutions
for financial advisors.
Buiding Robust, Tailored Financial Plans
EverVest is an independent IMO headquartered in Eden Prairie, Minnesota, with access to 70+ carriers. Independently owned; not owned by any insurance carrier, private equity firm or aggregator.
At EverVest, we are dedicated to empowering financial advisors to enhance their clients’ retirement planning and wealth transfer strategies. Our comprehensive product portfolio and expert support services provide advisors with the tools they need to build robust, tailored financial plans.
As a partner with EverVest, you’ll benefit from full-service support across business operations, marketing, and more. Our professional sales tools, personalized services, and a team of experienced support personnel are here to ensure your success at every step.
An Experienced, Knowledgeable Annuity Partner
Our annuity team has the industry knowledge and expertise to source, evaluate, explain, and implement the most appropriate annuity solutions for your clients’ needs.
Annuity Product Expertise
SPIA (Single Premium Immediate Annuity)
DIA (Deferred Income Annuity)
MYGA (Multi-Year Guaranteed Annuity)
FIA (Fixed Index Annuity)
Fixed or Traditional Annuities
Trusted Annuity Carriers
We partner with leading carriers to provide competitive solutions for your clients
1891 Financial Life
American Equity
Allianz
American Life
American National
Americo
Aspida
Athene
Atlantic Coast Life
Axonic Insurance Services
The Capitol Life Insurance Company
CL Life
Clear Spring Life
Corebridge Financial
Delaware Life
EquiTrust
Family Benefit Life Insurance Company
Farmers
Fidelity & Guaranty Life
GBU Life
Global Atlantic
Guaranty Income Life
Heartland National Life Insurance Company
Ibexis
Integrity Insurance
Knighthead Annuity & Life Assurance Company
Legacy Marketing Group
Liberty Bankers Life
Legacy Insurance
National Life Group
Lincoln Financial
MassMutual Ascend
Mountain Life
Mutual Trust Life Solutions
Mutual of Omaha
Nassau Financial Group
National Western
Nationwide
North American Company for Life and Health Insurance
Oceanview Life and Annuity
OneAmerica Financial
Oxford Life
Pacific Life
Pacific Guardian Life
Penn Mutual
Principal Financial Group
Protective
Reliance Standard
Revol One Financial
Sagicor
Securian Financial
Sentinel Security Life
SILAC
The Standard
Symetra
Talcott Financial Group
Trinity Life Insurance Company
Wichita National Life
Advisor Spotlight
I’ve been placing business through EverVest for about six months now, and what a great experience it’s been! People actually follow up with me. My account manager is the best person I’ve ever worked with and keeps me abreast of changes in the annuity market. Their case management for submitted business is really solid, too. If you’re producing annuity business with anyone else and are tired of poor service and lack of follow-through, you should talk to EverVest!.” – Michael
Want to join a team that helps you Win?
Our promise is to exceed your expectations.