About FIS Marketting

Having been in the annuity and life insurance business for over 25 years, we know what it takes to bring to you the best annuity and life products and companies in the industry. It is our job to find products that fit the needs of both you and your clients. Whether you are looking for better crediting strategies, product features, company strength or higher commission, let us help you!

FIS we specialize in the distribution of fixed & equity indexed annuity products as well as fixed, term and IUL products. We represent over 40 different insurance companies and proudly offer the most innovative products available, plus the second-to-none service and support you deserve. We offer the best compensation available along with great agent incentives. We know our industry experience, superior product line and agent support system will be valuable assets in helping you grow your business

At FIS, we understand the challenges that investment professionals are faced with on a daily basis. We are here to provide solutions that benefit your clients. Our knowledgeable and experienced field and internal marketing consultants are available to answer your questions and can help you decide which of the hundreds of products available will help you make the sale. We encourage an open dialogue about what is best for your client and you. To us the AGENT is our customer! We know who really brings the business to the table...it's you, the agent! It is our aim to do all in our power to earn your business and provide you with the products and service you need! Work with us for a while and find out for yourself why some agents won't work with any other company!

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

FIS Marketing manages assets for individuals and families, providing investment management, and financial planning services.

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by invest...

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interf...

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goa...