MACH96Advisor Platform Call Sales · 612-445-5251

Your book, watched. Your cases, built. Your next case, found.

Surrender Watch, Anniversary Watch, Book Analyzer, Income Shopper, FIA charting and prospecting radar in one platform. Send the exports from your carriers and your book is loaded the same day.

Get Access → or call our sales team at 612-445-5251
  • Loaded & flagged same day
  • Outside business welcome
  • A real person calls you, not a drip sequence
Try the tools below ↓
Your book · this weekLive
Free in 30 days0$1.9M premium
Anniversaries0statements due
Worth a review0income comparisons
Mach96 Sales Team “You’ve got 6 coming free next month. Here’s the list.”
Sample data · fictional clients · for financial professional use only
MACH 0.0
X-43A · the speed we're named for
200+
Advisory offices
50+
Carriers
$1B+
Placed premium
Where responsive and expertise meet · For financial professional use only

The brokerage top agents call. The tools that build the case.

Mach96 is a boutique annuity and life brokerage, an independent marketing organization (IMO) serving the country's top agents and advisory firms. We bring deep case design across estate, tax, income and protection planning, backed by a proprietary suite of calculators and prospecting radar built in-house.

01
We sit in the case with youEstate, tax, income and protection design for the cases that aren't simple.
02
Tools you won't find elsewhereBuilt in-house, kept current, and included with the partnership.
A note from the founder

“Hi, I'm Joe Saffrin. I've been an annuity wholesaler for 15 years, and I built Mach96 for the financial professionals we serve every day. Every tool on this page started as a conversation with one of them.”

Joe SaffrinFounder · Mach96 · Wayzata, MN
Surrender Watch · live demo

Know what comes free in the next 30 days, 6 months and year.

Load your whole annuity book, including contracts written elsewhere and older business. The portal flags every policy coming out of surrender in the next 30 days, 6 months and 12 months, plus the ones that are already out.

  • Works on outside business, not just contracts placed through us
  • Anniversary Watch shows who's due an updated statement
  • Our desk calls you first: "you have 6 coming free next month"
Advisors loaded several hundred million in outside policies in the last month alone.
Practice / Surrender WatchSample data · fictional clients
Book Analyzer · live demo

Shop your old contracts. Export your book, get an analysis.

Export your book from the carrier portal and pick the contracts you want reviewed. The analyzer compares the guaranteed income on each one with what's available today, side by side.

  • Built for advisors with an existing book, including those who've changed firms
  • Contract-by-contract income comparison, not a blanket pitch
  • Some contracts are best left in place, and the review says so
  • Side-by-side report for your file and your compliance review

HYPOTHETICAL, FOR FINANCIAL PROFESSIONAL USE ONLY. A REVIEW, NOT A RECOMMENDATION. ANY REPLACEMENT MUST BE EVALUATED FOR SUITABILITY AND THE CLIENT'S BEST INTEREST BEFORE A RECOMMENDATION IS MADE, INCLUDING SURRENDER CHARGES, LOSS OF EXISTING BENEFITS, NEW SURRENDER PERIODS AND FEES.

Instruments / Book AnalyzerSample book · 8 contracts

Tick contracts to include them. Figures compare guaranteed lifetime income on the current contract with today's best available (hypothetical).

Avg. income difference · 8 selected
+74%
Guaranteed income — → — /yr
CurrentToday's best
Income Shopper · live demo

Got a book with income riders? It needs to be shopped.

Send us a file. We'll send you results at lightning speed: each contract's guaranteed income next to the best available today. Many older riders were priced for a very different rate environment.

  • Current rider payout vs. today's best guaranteed income
  • Start-now and deferral scenarios
  • Alternatives ranked, with the trade-offs spelled out

HYPOTHETICAL, FOR FINANCIAL PROFESSIONAL USE ONLY. NOT A QUOTE OR CARRIER ILLUSTRATION. GUARANTEES ARE BACKED BY THE CLAIMS-PAYING ABILITY OF THE ISSUING INSURER. A FORMAL ILLUSTRATION AND SUITABILITY REVIEW ARE REQUIRED BEFORE ANY RECOMMENDATION.

Instruments / Income ShopperSample contracts
Best available vs. current
+48%
—
Whale Radar + Plan Radar · live demo

Find the business owners near you with the biggest balances.

Enter your office ZIP and see the retirement plans around you, built from public DOL Form 5500 filings. Whale Radar finds small, owner-dominated plans with outsized balances. Plan Radar finds 401(k)s paying above-median fees and annuity contracts with no agent of record.

  • Business owners with big balances, ranked by assets per participant
  • DB / cash-balance plans with a lump-sum decision ahead
  • Above-benchmark fees and orphaned annuity contracts, flagged
The radar finds the owner. The desk helps you build the case.

DEMO USES FICTIONAL BUSINESSES AND PLANS. LIVE SCANS USE PUBLIC FORM 5500 FILINGS, WHICH LAG THE PLAN YEAR BY ~1–1.5 YEARS. INTERNAL PROSPECTING TOOL FOR FINANCIAL PROFESSIONALS; OUTREACH MUST FOLLOW DO-NOT-CALL, CAN-SPAM AND FIRM POLICY.

Instruments / Prospecting Sample · fictional plans
Pick a radar · two tools in one⇄
Who this is for

Built for advisors who already have a book.

Built for

  • Advisors with annuity contracts coming out of surrender every year
  • Advisors who've changed firms and still have annuity clients to look after
  • RIA principals with an old annuity block nobody's been watching
  • Producers who want real case design and a desk that picks up the phone

Probably not a fit

  • Looking for free leads or seminar funding
  • Shopping for the biggest marketing allowance
  • Want someone else to do the selling
For financial professional use only

FIA charting software that helps make the case.

Clean visuals for the conversations that convert.

  • FIA vs. S&P
  • FIA vs. bonds
  • MYGA vs. FIA
  • FIA vs. volatility
  • Annual reset
  • Sequence-of-returns risk
  • FIA vs. RILA
  • 60/40 reimagined
  • CD vs. annuity
  • Annuity IRR
  • Income rider comparison
  • LTC calculator
Instruments / Annual ResetActual S&P 500 history
—
—
—
—
—
—
9.0%

Full library · included with access
How it works

Send your carrier files. Get an operating platform for your annuity book.

You send an export from each carrier you write with, usually a few files. We upload your book, help you keep it current, and your portal watches every contract for you.

01

Send your carrier files

An export from each carrier portal, or a spreadsheet. Outside business welcome. Not sure how to pull them? We'll walk you through it on a call.

02

We upload your book

Same day. Every contract lands in your own portal, organized by client, carrier and surrender date. After that, we help you keep it current.

03

Sam calls with the list

What's coming free, what's due a statement, and what's worth a review. Then hands-on case support when you need it.

What your portal runs on your bookLive from day one
Surrender WatchEvery contract coming free in 30 days, 6 months and 12 months, plus those already out. Anniversary WatchWho's due an updated statement this month, and who you may have missed. Book AnalyzerShop your old contracts against what's available today, side by side. Income ShopperCompare a client's guaranteed income with today's best options.
Hands-on case designCarrier bonus participation50+ carriers
Get access · two minutes

Get your book loaded today.

Sam McBride, our Director of Annuity Sales, will call you, usually the same business day, and get your book loaded and flagged.

For financial professionals only. We'll use this to contact you about Mach96 tools and services. No spam, and we don't sell your information.

You're in the queue

Thanks, there.

Sam will call you at , usually the same business day.

Prefer to pick a time? Book with Sam →
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