DOL Fiduciary Rule
Join Our Team
Make New Clients
As a Partner for Success™, you’re part of the Ann Arbor Annuity Exchange team — put our experienced, service-oriented staff and our relationships to work building your business
Access a comprehensive range of products from the largest and most respected carriers in the industry
We offer 100+ annuity products from more than 30 carriers
We offer 200+ life & Long Term Care insurance products from more than 30 carriers
We do business in all 50 states
Create and manage your carrier contracts quickly and easily using an online contracting system
Call during business hours and you will always be answered by a live, insurance-licensed marketing consultant
We never route your call to receptionists or automated phone systems
Our highly trained life and annuity marketing consultants are qualified to answer questions about products and assist with case design
Make our experienced and dedicated administrative department your own “back office”
We make sure your business gets issued and paid as fast as possible
We send the materials you need immediately by e-mail or overnight mail
We make sure your applications are ready for submission and “in good order” for faster processing by the carrier
We submit your business to the carrier via overnight delivery, or when possible, electronically upload through the carrier’s secure website
We track processing and follow-up with carriers to ensure all outstanding requirements are satisfied
We keep you in the loop with regular status updates
Meet suitability standards with our in-house suitability department
Suitability and proper documentation are not just good practice, they will pay dividends for you in the long run
Using a proactive, educational approach, we’re here to consult with you on suitability standards and carrier-specific guidelines
We’re committed to keeping you informed of regulatory changes and helping you through the suitability process
Combine the strength of a national broker/dealer† with the strength of a national marketing organization
We believe that strength matters and are proud to house a Questar branch office. Questar earned the title of Investment Advisor 2014 B/D of the Year, as voted by registered representatives (RRs) across the country
We support independent RRs through the branch office, providing you a true “one-stop shop”
We apply the same philosophy across all your lines of business: Offer personal service that exceeds expectations
† Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. QCC is an affiliated company with and has a branch office location at AAAE.
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