Annuities
Fixed, indexed, and income annuity support.
Protection and accumulation strategies
Product access built for both everyday planning and advanced-market opportunities.
We support the core product suite advisors expect, while also positioning the platform for foreign national cases, premium finance opportunities, business-owner planning, zero-tax strategies, and broader tax-aware conversations.
Term life
Whole life
IUL
Indexed annuities
Long-term care
Advanced markets
Core lines
4
Annuities, life, disability, and long-term care organized for field use.
Use case
Retail + advanced
Suitable for standard client planning and higher-complexity cases.
Support
Case design
Resources, forms, and training tied to each line of business.
Access
Carrier-ready
Structured to help advisors move from interest to submission faster.
Life
Term and permanent life product support.
Disability
Income protection and disability underwriting support.
Long-Term Care
LTC education, materials, and forms.
Where QAI stands out
Build deeper planning conversations.
Our case support spans traditional life, annuity, and long-term care production as well as technical planning conversations that help experienced advisors serve more complex needs.
Foreign national business support
Premium finance structures
Executive and business-owner case design
Tax-aware retirement and estate planning conversations