tRUSTED nETWORK
The Strength of Many, Working for You.
Like the peaks of a mountain range, every partner adds height to what we can achieve together.
Summit Global Financial brings together leading insurance carriers, custodians, investment managers, and technology partners, giving clients broader choice and agents the resources to grow, all guided by institutional discipline.
Broader Choice. Deeper Expertise. Greater Confidence.
Our carrier network gives you access to a wide range of insurance, annuity, and investment solutions, supported by specialists in case design, advanced planning, and institutional investing. The result is guidance you can trust and a plan built to last.
Insurance & Annuity Carriers
Allianz
Allianz Life Insurance Company of North America is a recognized leader in fixed index annuities, helping clients protect savings from market loss while pursuing growth and guaranteed lifetime income. Allianz’s global strength backs it.
Jackson National Life
Jackson National Life is a leading provider of variable and registered index-linked annuities, offering retirement solutions that combine growth potential, flexible investment options, and optional guaranteed lifetime income benefits.
National Life Group
Founded in 1848, National Life Group offers life insurance and annuities with innovative living benefits that provide access to funds during qualifying illnesses. Its mission-driven approach centers on protecting families and helping them plan for the future.
Protective Life
Protective Life has helped families protect what matters since 1907, offering competitively priced life insurance and annuities. Its broad product lineup supports income planning, legacy goals, and financial protection for clients at every stage of life.
Advisory Annuity Carriers
Allianz
Allianz Life Insurance Company of North America is a recognized leader in fixed index annuities, helping clients protect savings from market loss while pursuing growth and guaranteed lifetime income. Allianz’s global strength backs it.
Jackson National Life
Jackson National Life is a leading provider of variable and registered index-linked annuities, offering retirement solutions that combine growth potential, flexible investment options, and optional guaranteed lifetime income benefits.
Insurance Marketing & Distribution
Simplicity Group
Simplicity Group is one of the nation’s largest insurance marketing and distribution organizations, providing agents with access to leading carriers, case design, advanced markets expertise, contracting support, and technology that streamlines every step of the insurance business.
Technology and Planning
Estateguru
EstateGuru provides attorney-guided estate planning software that helps clients create wills, trusts, powers of attorney, and healthcare directives. Advisors use it to deliver tailored estate plans efficiently, keeping legacy planning connected to the broader financial plan.
MoneyGuide Pro
MoneyGuidePro is a widely used goals-based financial planning platform that helps advisors and clients map out retirement, income, and lifestyle goals. Interactive scenario modeling lets clients see how different decisions may affect their future, making planning collaborative and easy to understand.
Expertise Behind the Solutions
Experience matters when the questions become more complex.
Led by Paul Larrabee, Director of Insurance, Summit Global Financial brings seasoned leadership and depth of perspective, global advisory insight, and nuanced understanding of the personal and financial dynamics surrounding insurance products and solutions.
