A modern, digital platform to grow AUM — annuities without the need for complex paperwork or advisor insurance licensing
Annuities, reimagined for RIAs
Licensed expertise at your service
Flourish's Outsourced Insurance Desk (OID) eliminates the need for advisor insurance licensing and provides end-to-end support for new and replacement annuity contracts.
Simplified process
Digital experience eliminates complex paperwork. Advisors can submit an annuity application or replacement inquiry in as little as 5 minutes.
Curated marketplace
Fee-based annuities from multiple carriers, all on one RIA-centric platform.
Premium support
US-based support team available via phone and email to guide advisors and their clients every step of the way.
Integrations across the RIA ecosystem
Direct integrations with major CRM, reporting, and planning platforms allow you to seamlessly incorporate annuities into existing advisor workflows.