The Agent’s Resource Center

A2Z Annuity is your resource for all things related to senior marketing.

We specialize in assisting financial professionals, elder law attorneys, and CPAs with case management of our senior population. We are known for our expertise in Medicaid Planning, VA Aid and Attendance qualification, retirement planning, and senior seminars.

If you are a financial professional who is looking for a relationship – not just a contract – then A2Z Annuity Marketing could be that relationship you have been looking for. Call us today 877-752-0055 to learn how A2Z Annuity can work together with you to make your financial planning business rise to new heights.

retired couple planning

Medicaid Planning

Many seniors don’t know what rules are in place to help them preserve their retirement funds for either themselves, a spouse, their children, or perhaps their favorite charity.

By default, the vast majority of nursing home residents end up on Medicaid, but only because they failed to plan and have exhausted all of their assets. Our goal is to help you understand what income and assets can be protected for your clients so that they don’t end up in the same boat … a sinking financial ship.

business people resources

Resources

We work extensively with financial advisors, insurance agents, elder law attorneys, and CPAs on issues related to paying for care.

We carry an extensive line of traditional long-term care insurance policies as well as specially designed products for long-term healthcare planning that includes hybrid life and annuity-based long-term care insurance alternatives, annuities designed for Medicaid and VA planning, traditional, fixed, and indexed annuities for retirement, income, and estate planning, pre-paid funeral trusts, life insurance, and more.

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Training

We offer the most comprehensive training for Medicaid and VA Aid and Attendance planning in the industry and stress honesty, integrity, and sincerity in relationships with our agents and clients.

If you are looking for a marketing organization that can help you build a high-level sustainable business that serves both the senior and boomer markets, we may be what you seek.

a2z annuity office

About A2Z Annuity Marketing

A2Z Annuity Marketing is a nationwide leader in the distribution of annuity products through an independent agent network. With representatives in over 40 states, A2Z has forged relationships with thousands of individual agents and marketing companies. We represent some of the leading insurance carriers for both annuity and life insurance products.

Our tagline says it all: The Agent’s Resource Center. We pride ourselves in supporting our network of agents. As recognized specialists in the long-term care planning area, we maintain up-to-date Medicaid and VA planning strategies, rules, and regulations. We enjoy a network of elder law attorneys and CPAs who rely on us for our expertise in the matching of financial products and services to the needs of families who are transitioning loved ones into long term care. We work closely with carriers to develop products that can be used to meet the demands of these markets based on our two key objectives of maintaining liquidity and flexibility in the planning process.

01

Our People

Our in-house team consists of experienced agents, support staff, an elder law attorney, accredited VA claims officer, paralegals, and more.

02

Our Network

We work extensively with financial advisors, insurance agents, elder law attorneys, and CPAs on issues related to paying for care.

03

Our Philosphy

We offer the most comprehensive training for Medicaid and VA Aid and Attendance planning in the industry and stress honesty, integrity, and sincerity in relationships with our agents and clients.

Experience that matters

  • Founded by Kevin Wedmore

    He is a 48 year veteran of the financial services industry. His experience includes that of an independent agent as well as stints at two of the largest insurance carriers in the country, serving at executive levels in both.

  • Expertise

    His unique perspective of the industry is derived from serving at both ends of the spectrum – a home office executive and an independent agent – and gives him a greater understanding of the challenges of all parties in the insurance transaction.

  • Knowledge

    His practical application of this knowledge and his ability to transfer that knowledge into action have helped hundreds of independent agents build multi-million dollar businesses that cater to their communities.

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“We will write a hypothetical testimonial from a satisfied customer. You can replace this with actual testimonials from your clients. Testimonials are a great way to inspire potential customers to trust you.”

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“We will write a hypothetical testimonial from a satisfied customer. You can replace this with actual testimonials from your clients. Testimonials are a great way to inspire potential customers to trust you.”

Testimonial 01

Testimonial Author Name

We offer the most comprehensive training for Medicaid and VA Aid and Attendance planning in the industry and stress honesty, integrity, and sincerity in relationships with our agents and clients.

If you are looking for a marketing organization that can help you build a high-level sustainable business that serves both the senior and boomer markets, we may be what you seek.

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