Mach96, LLC is an independent annuity and life brokerage built to serve the top financial advisory firms in the country. Since our founding in July of 2021, we’ve grown to support ~150 advisor offices nationwide – many ranging from $100 million to over a billion in AUM — and have placed nearly $1 billion in total annuity premium across 50+ carriers.
We help our relationships shine. Where most brokerages stop at product selection, we sit in the case with you – bringing depth to the complex work that actually wins clients: estate planning, tax planning, income planning, and protection strategies. The cases that move the needle are rarely simple, and that’s where we do our best work.
We’ve also developed proprietary tools that help advisors find and close business. We’re on the front lines of developing exciting AI products and dashboards, available right now to our financial professionals. The profession is changing fast, and we are building the future, not reacting to it.
At the end of the day, we execute just like the advisors we work with – fast, thorough, and accountable. That’s the standard, and it’s why our partner firms stay.
In 2004, NASA’s X-43 scramjet went Mach 9.6 – nearly 7,000 MPH – setting the record for the fastest jet-powered aircraft. NASA proved that with a small team, you can accomplish enormous things. That’s the standard we built Mach96 around. Speed isn’t the goal, speed is what happens when execution is the norm.
That standard shows up in how we work. Whether it’s case design, solving a pending business issue, or building a custom marketing plan for an advisor, we move quickly because our advisors’ clients are counting on it, and because the advisors we work with execute the same way.
We have also built something most IMOs haven’t: a suite of proprietary producer tools that help financial professionals find, win, and close business. We’re also on the front lines of exploring what AI is bringing to our profession — and bringing the best of it back to the advisors we serve.
We communicate with class. When advisors think of us, they think of a class act. Whether it’s our emails, phone calls, dress, how we communicate, we do it with integrity.
We are problem solvers with can-do attitudes. We take your business seriously. And we take pride knowing our advisors are getting the best service possible.
We believe small business is the heartbeat of the American spirit. And when everyone rows in the same direction, we can accomplish anything we put our minds to.
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!
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.
Want to build the practice of your dreams?
Over the years, we’ve met advisors all over the country and have seen firsthand what the most profitable businesses are doing.
This free 30+ page eBook showcases many of these systems, and ones we use at Mach96.
The X-43A Hypersonic Flight Research Program overcame one of the greatest challenges in aeronautical research: in-atmosphere hypersonic flight.
The X-43A was a small experimental research aircraft designed to hit hypersonic speeds above Mach 5, or five times the speed of sound.
The flight was made on Nov. 16, 2004, and reached a speed of Mach 9.6, or almost 7,000 mph.
This program showed that even with a relatively small team, when everyone rows in the same direction, big things happen.
Welcome to Mach96.
The Hyper-X X-43A project team in front of NASA’s B-52B launch aircraft with the Pegasus booster and X-43A vehicle attached.
We’re looking forward to working with you!
