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At Vantage, we’re proud to put our people and our clients first. In a results-driven world like financial services, that starts with access to the latest training modules, growth opportunities and product offerings. That’s why we’ve joined forces with The Quantum Group, an independent distribution company in Scottsdale that gives you access to a comprehensive resource with the latest technology, market data and product education. From business growth strategies to case designs and product illustrations to enhanced operations, we’re thrilled to introduce you to the next level in partnerships.

View our entire advisor portal to see how you can make the most of our relationship!

CONTRACTING PROCESSFIA PRODUCTSIMPORTANT LINKSLIFE INSURANCEFAQs

KEY CONTACTS

SUPPORT NETWORK

The Quantum Group provides the connections that transform the way you do business.

DOWNLOAD FLOWCHART PDF

CONTRACTING PROCESS

Vantage contracting process for agents. 

  1. Register with the Quantum SureLC account using the custom Vantage contracting link.
Quantum SureLC Account
  • After you complete SureLC profile, confirm all information is accurate and up to date.
  • Please answer all background questions and provide explanations for any “yes” answers.
  • Add AML training, best-interest training & state-required trainings.
  • Add E&O coverage and declarations page.
  • Ensure signature is uploaded.
  1. Once all information is provided and the profile is completed, review and apply signatures to requested carrier.
  2. You will complete the required product training [HERE] and send your completion certificate to us below.

    Max. file size: 200 MB.
  3. Quantum will send contracting to carrier(s) for processing.

* Contracting and completing product training are only necessary for carriers you will be writing. We do not send anything to the carrier until business is ready to be submitted.

AdvisorHQ

Advisor HQ is your one-stop shop for all the latest in your business, allowing you to submit e-Apps, track progress, request illustrations and more. 

Click below to visit Advisor HQ or request your login credentials today to start taking control of your annuity and life insurance business! Through AdvisorHQ, you will also be able to access Annuity Rate Watch, a software and database to show you all the up-to-date FIA rates and returns.

Request Access

REQUEST LOGINS
Login to your AdvisorHQ Account
AdvisorHQ

e-APPLICATION 101

Firelight Training

How to Copy a Document

Online GuideDownload PDF

How to Attach a Document

Online GuideDownload PDF

FIA PRODUCTS AND CARRIERS

Before submitting business, please check your contracting is completed. Click [HERE] to access our contracting resources and training.

By adding the National products alongside the limited-distribution products already available from Annexus and Innovation Design Group, Quantum will find the best product available for your client’s unique situation. We look forward to helping you leverage these solutions to grow your business. See below for a complete list of annuity and life insurance carriers Quantum can assist with.

MyAnnexus

LIMITED DISTRIBUTION PRODUCTS 

Annexus: Our partnership with Quantum gives our agents exclusive access to award-winning, cutting-edge Annexus products. With MyAnnexus, you can explore different options from the industry-leading product developer and see how they can help you position your clients for success.

CONSUMER FACING RESOURCES

It’s important to understand how the different parts of your financial plan work in tandem to achieve a singular goal. Our informational whitepapers and educational videos provide insight into different aspects of your financial life, such as strategies we might employ as part of your plan as well as the different phases you may go through as you strive toward your goals.

Educational Videos

Diversifying Your Portfolio
How RMDs Work
Retirement: Decumulation vs Accumulation
What is Medicare
What You Need to Know About Social Security
What is a Fixed-Indexed Annuity

Informational Whitepapers

What I should know about FIAs
DOWNLOAD PDF
FIA FAQs
DOWNLOAD PDF
Benefits of FIAs
DOWNLOAD PDF
Using Life Insurance and Annuities to Mitigate Risk In Retirement 
DOWNLOAD PDF
How Sequence of Returns Risk Affects Retirement 
DOWNLOAD PDF
Protection Based Planning 
DOWNLOAD PDF
Barclays FIA vs Bonds Report
DOWNLOAD PDF

LIFE INSURANCE PRODUCTS AND CARRIERS

Nationwide Life
Nationwide
North American Life 
North American
Symetra Life
Symetra

LIFE INSURANCE E-APPLICATION PROCESS

Life Insurance e-Application Process
Life Insurance e-Application Process

NATIONWIDE TEAM PROCESS 

Nationwide Life Team Process
Nationwide Life Team Process

LIFE INSURANCE RESOURCES

Long-term Care (LTC) training can be taken via WebCE
WebCE

LIFE QUOTE TUTORIAL VIDEO

With full access to Advisor HQ, your comprehensive tool for case designs, submissions, and application tracking, you can request life insurance quotes to show your clients how their policy may function and be leveraged for the future.

Watch our video below to learn how you can run your very own life insurance quotes.

LIFE INSURANCE e-APP TRAINING VIDEO | iPipeline 

LIFE INSURANCE RESOURCE VIDEOS

Importance of LTC Planning
2026 Estate Tax Sunset

LIFE INSURANCE WHITEPAPERS AND CASE STUDIES 

Life Insurance Case Study
DOWNLOAD PDF
Life Insurance Consumer Whitepaper
DOWNLOAD PDF
Life Insurance Tax Advantage
DOWNLOAD PDF

CLIENT ACQUISITION

From seminar presentations to personal coaching on best practices, we’re here to help you become a successful presenter. Through our strategic partnership with The Quantum Group, you gain access to customized materials to improve and help maximize your ROI for Live Events.

DOWNLOAD PDF

FREQUENTLY ASKED QUESTIONS

Here you’ll find answers most valued to our partners. If you still can’t find the answer you’re looking for, just Contact us!

Who is Quantum?

  • Quantum is one of the nation’s leading insurance distribution companies and Vantage’s partner for fixed indexed annuities and life insurance.

Who is Annexus?

  • Annexus is the industry’s leading product-development company for fixed indexed annuities and life insurance. Annexus is also a sister company to Quantum.

Who is Innovation Design Group (IDG)?

  • IDG is another leading product development company offering limited-distribution products.

Who do I work with at Quantum?

  • Please refer to the team flowchart for contact information.
SUPPORT NETWORK

What products do I have access to at Quantum?

  • Please refer to the carrier list for more information about products you have access to as a Vantage agent.

How do I get contracted with Quantum?

  • Contact Vantage back office.
  • Complete product training for carrier(s) of choice.
  • Submit certification of completion.

How do I request an illustration?

CASE DESIGN REQUEST

How do I see my pending business?

  • Visit Advisor HQ for complete access to all your annuity and life insurance business.
ADVISOR HQ

Who is my contact?

  • Please refer to the team flowchart for contact information.
SUPPORT NETWORK

Where do I submit applications?

  • Advisor HQ Firelight is your one-stop shop for application submission and tracking.
ADVISOR HQ

How do I get paid?

  • You can get paid through the Vantage grid that can found in the back-office portal on the website.
ADVISOR HQ

Can Quantum talk to clients?

  • No, Quantum supports the advisor and is not consumer facing.

Advisor HQ password reset?

What is “Just in Time”?

  • “Just in Time” is when Quantum collects all required information for contracting but does not submit it to the carrier until business is in-house, at that time. The appointment and application are processed together.

Reach out to your Team Lead at Vantage for more information.

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