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Inside, you'll see:
TEN Chapters Uncovering The KEY Systems and Practices Top Offices Use.
The Single Fastest Way We've Seen An Office Grow.
How To Get More Referrals and Automate Them.
Ways To Get In-Front of More High Net Worth Individuals.
Two Weird, But Useful Ways You Can Use Google to Get More Clients
Mach96, LLC is a boutique annuity and life brokerage that was created to provide extraordinary and exclusive service to top financial advisory firms. We have focused on serving the top 10% of financial offices, many ranging from $100 million AUM to over a billion. We devote our time to helping them become more productive, efficient, and profitable businesses. We have partnered with one of the largest insurance product distributors in the country, allowing us to have broad resources, but also the agility and creativity that comes with being a small company. As financial professionals know, working in the financial space isn’t just numbers, it’s a people business that relies on trust, communication, and the ability to deliver. We enjoy sharing our skills, resources, and our ability to execute with the select offices we work with.
OUR CLIENTS ARE
Looking to add annuities and life insurance to your offering? Do you use annuities on a consistent basis and are looking for a new partner? We are here for you!
INVESTMENT ADVISOR REPRESENTATIVES APART OF RIA'S
Whether you are apart of a larger RIA or operate your own independent shop, we provide the back-office support you need to provide for your clients. Also, many of our carriers provide fee-only annuities. Fee-only advisors don’t be afraid to reach out!
Our team is extremely knowledgeable in the broker dealer space. Whether you are a part of a large or small firm, chances are we have other relationships inside your broker dealer and know the guidelines. We understand it is extremely important to follow each BD’s rules.
JOE SAFFRIN, Founder
Joe Saffrin founded Mach96, LLC in 2021 after a decade as a top annuity wholesaler for a large insurance brokerage. Joe always had a deep seated love for entrepreneurship and it was time for him to set sail with his vision. He believes revitalizing small business and bringing fresh ideas and hard work to an industry in need is a valuable and exciting opportunity for our financial professionals at Mach96, LLC.
Sam McBride, Director of Annuity Sales
Sam McBride is an integral part of our team. He has worked in the annuity brokerage business his whole professional life. He started as a sophomore in college as an intern. Sam was known in the office as the “Cold Call Cowboy”.
With years of hard work, Sam has worked his way into a position where he now supports over a hundred advisory offices. When it comes to annuities, Sam is the trusted go-to-guy.