Expanding RILA distribution through a smarter, connected network

On many platforms today, retail advisors interested in registered index-linked annuities (RILAs) find themselves connected to carrier-employed wholesalers who often have just one primary product in their sales arsenal. The Market Synergy Financial Distributors brand division was created to deliver a uniquely inter-connected and more efficient approach.

We facilitate advisor access to consumer-first, solution-oriented professionals who have access to multiple RILA products across multiple carriers and are focused on helping the advisor meet the client’s needs by identifying the best solution. This approach matters for carriers who want their products evaluated on merit and for broker-dealers who want a more robust, client-centric platform.

Ultimately, we’re building and combining the infrastructure, technology, compliance frameworks and connections that make it easy for carriers, IMOs, and broker-dealers to work together and grow together.

Connected. Compliant. Scalable.

Whether you’re a carrier looking to expand RILA distribution or a retail broker-dealer/bank seeking a stronger, more compliant way to offer RILAs, Market Synergy Financial Distributors is designed to be your connector and catalyst. Here’s a snapshot of what you can expect from partnering with us.

Carriers

  • Open new RILA distribution channels into the registered space quickly and efficiently.
  • Leverage an existing, proven network of IMOs and broker-dealers instead of investing heavily in new internal teams and infrastructure.
  • Benefit from a partner that understands both IMO and institutional distribution, and what it takes to support advisors in a compliant environment.

  • Get your compelling RILA products in front of the right advisors and clients.

Retail Broker-Dealers & Banks

  • Evaluate, curate and position RILAs on your platform with a strong focus on suitability and regulatory expectations.
  • Align the tools and processes that help advisors illustrate, compare and explain RILAs with your tech stack.

  • Educate advisors on RILA product mechanics, client fit and regulatory considerations more effectively.
  • Access meaningful data and reporting to better understand product usage, trends and advisor behavior in the RILA category.

If you’re ready to expand your RILA reach, strengthen your platform with multi-carrier, solution-driven distribution, or partner with a team that understands both IMO and institutional worlds, we’d welcome a conversation.