Annuity IMO for Independent Advisors Tarkenton Financial

Discover annuity solutions for independent advisors through Tarkenton Financial, an annuity IMO offering fixed and fixed indexed annuities, case design support, and guidance from top-rated carriers.

Annuity Solutions for Independent Advisors

Independent advisors choose Tarkenton Financial as their annuity IMO for product clarity, dependable fixed indexed annuity (FIA) and fixed annuity options, and a team that supports every step of the planning process. We help you bring simple, reliable solutions to your clients’ retirement plans.

Annuity Products for Real Client Needs

Every client’s retirement needs are unique. Our annuity solutions help you bring insight to every conversation, backed by top-rated carriers and hands-on support.

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Guaranteed Income

Reliable, predictable income streams that help clients retire with confidence.

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Market Protection

Fixed and fixed indexed annuities designed to safeguard principal from market volatility.

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Steady Growth

Opportunities for accumulation without unnecessary complexity and without downside market risk.

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Flexible Planning

Solutions that adapt to a wide range of retirement goals, needs, and timelines, including immediate or deferred income, accumulation, legacy, guaranteed interest rates, long term care or terminal illness concerns, and more.

Our team helps you understand the nuances behind each option so you can recommend
strategies that truly fit your clients’ lives.

Case Design That Strengthens Every Conversation

Even the best products need the right strategy behind them. Our case design team works directly with you to strengthen your annuity conversations, so your clients can make informed decisions that feel right for their future.

You never have to navigate these conversations alone. We’re here to help you build stronger cases, stronger relationships, and stronger outcomes.

We support you with:

Thoughtful case analysis based on your client’s goals and situation

Clear, accurate illustrations that make complex strategies easy to understand

Suitability guidance to ensure every recommendation is aligned and appropriate

Dedicated new business team to help expedite and issue your applications in good order

Straightforward education that helps you explain concepts to your audience

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Access to Trusted Carrier Partners

The strength behind every annuity recommendation starts with the carrier that stands behind it. That’s why we partner with the industry’s leading carriers, each offering dependable products and long-term stability for your clients.

We help you:

Match each case to the right carrier based on goals, features, and client priorities

Understand product nuances across fixed and fixed indexed annuity options

Stay informed on carrier updates, suitability requirements, and product changes

Build confidence in the solutions you present to your clients

Our relationships with these carriers are built on trust, experience, and a long history of delivering results.
 
You can explore the full list on our dedicated carriers page.

Marketing Support That Helps You
Reach the Right Clients

Your annuity conversations are stronger when you’re meeting with clients who are ready to plan for their future. Our marketing programs are built to help independent advisors attract qualified prospects and start meaningful retirement discussions.

From proven workshop systems to digital tools and one-on-one mentorship, we give you resources that make it easier to connect with the right people and prepare for planning conversations.

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Workshops and Events

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Digital Marketing

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Client Presentations

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Client Materials

And more!...

Looking to elevate your annuity marketing and grow your reach? Explore our full
suite of advisor programs.

The Partnership Behind
Every Strategy

You know your clients. We know annuities. When you bring those two together, great outcomes follow. Our team stands behind every recommendation you make, offering clear guidance, thoughtful case design, and support that strengthens your planning conversations.

From simple questions to complex client needs, we’re here to help you deliver strategies you can stand behind with confidence.