Immediate Annuity & Term Life Solutions

Who We Are

Immediate Annuity & Term Life Solutions provides comprehensive insurance services solely for fee-only advisors including NAPFA planners, CPAs, estate attorneys and their clients.

What We Do

We serve local, regional and national charities by providing gift annuity insurance brokerage.

We also serve fee-only advisors by providing objective, non-commission and commission insurance solutions.

How We're Different

• We offer objective analysis and product selection. 
• We fully disclose all our fees and commissions.
• We only support charities and fee-only advisors.
• Since 1993, we have never sold a commissioned cash-value life insurance policy or a variable annuity.

Call Us Today!

There is no need to contact several insurance companies. 

We represent more than 200 insurance carriers and can get quotes to you in less than 24 hours.

Please submit a quote request, call 904.305.4111 or email kim@thriftyterm.com.