National Annuity Awareness Month

Since 2010,  June has been designated National Annuity Awareness Month (NAAM) to help educate Americans on the important role of annuities as part of a secure retirement savings plan.  Visit our NAAM page to download both agent and customizable consumer materials. 

Oxford Life's Annuity Products Replay

Regional Director, Taylor Davis, guides you through Oxford Life’s annuity products including their highly competitive Multi-Year Guaranteed Annuity as well as their series of Fixed Indexed Annuities.  Please join us to learn how these annuity products can enhance your portfolio.

Top Misconceptions About Annuities

This guide can help you dispel some of the most common misconceptions in the marketplace.  Get more materials and resources to educate yourself and your clients on their retirement planning options. 

LTA Marketing Group

LTA Marketing is proud to serve as a partner with life and annuity producers.  We market and distribute the most competitive insurance products while providing individualized superior service from our knowledgeable back-office and marketing team.


As an Insurance Marketing Organization (IMO) the mission of LTA Marketing Group is to serve as a partner with insurance producers and help them grow their business to whatever level they wish to attain. We market and distribute the most competitive insurance products while providing individualized superior service from our knowledgeable back-office and marketing team.   What really sets us apart from any IMO out there, is that our superior service is available to ALL of our agents. The same ‘can do’ attitude applies to every agent we work with at LTA, whether you are a new independent agent or one of our seasoned producers.

Annuity Toolbox

Annuity Search Engine, FIA Illustrations and SPIA Quotes. Powered by Annuity Rate Watch, iPipeline and CANNEX.

Life Tool Center

Product Searches, Term & GUL Quotes & more.  Powered by iPipeline.


Carrier Forms

Download Life and Annuity Forms


Get Contracted

Get contracted quickly with SureLC.

Submit New Business

Use our convenient online form to submit your new business apps.

Check Pending Business

Check your pending business here.

Carrier News & Updates

Latest carrier news, product updates, rate changes & more.

Underwriting Resources

iPipeline guidelines & requirements, build charts, NAILBA questionnaires, Senior underwriter

Quick Quote

Get a preliminary underwriting quote

June is National Annuity Awareness Month

During the month of June the Coalition for Annuity Awareness and sponsors of National Annuity Awareness Month have partnered together to provide educational material, webcasts and social media communications to help educate financial professionals and the public on the important role of annuity products in planning for retirement and creating income for life.

Why Partner with LTA Marketing?


Remain Independent

Remain independent while enjoying the advantage of complete support and product access.


Case Management

Your case manager will ensure applications are in good order and work directly with the carrier and advocate on your behalf to ensure you get the best underwriting decision available.


Agent Tools

You will have access to Annuity Rate Watch, iPipeline and FEQuotes.  Compare products, run illustrations and run multiple quotes for life and annuity products.


Top Carriers

Access to over 30 life and annuity carriers offering a suite of life and annuity solutions.


Back Office Support

Your case manager will monitor your case from the time your application is submitted to paid status. We provide you with ongoing status & notify you of any requirements needed.


Sales & Marketing

Our Life & Annuity Marketing Coordinator is at your disposal to provide case design, sales ideas and illustrations.


Easy Licensing & Contracting

SureLC allows you set up your profile once and can begin to submit requests to carriers in 10-minutes.


Agent Training

Join us for our weekly Tuesdays-at-Two webinars where we feature our life and annuity carriers. Learn about new products and sales ideas to help you sell existing  or break into new markets.


Top Compensation

We provide top compensation & bonus opportunities so you can increase your compensation as you or your agency grows.  You have the opportunity to increase your income to your goals.

Take a Tour of Our Website

If you are a licensed agent and would like to try out our Life and Annuity tools simply register for a 15-Day Trial.