Welcome PM Financial Advisor. InSource has been helping advisors like you for over three decades. We can help you take your business to the next level by providing meaningful support with the very best products and solutions that meet you and your clients’ financial goals. Contact us if you have questions or need assistance with your fixed and indexed annuity needs at (800) 732-1489 or info@insourcemg.com.

Current Annuity Rates

Featured Fixed Annuity rates

Featured Fixed Indexed Annuity rates

We make it easy to work with us

As a member of InSource, you have access to your case status 24/7. Click on the DataView button below to setup your account and get started!

iPipeline DataView

iPipeline iGo

iPipeline Life Quoting

iPipeline Life Forms

Contracting Instructions


Questions? Call us at (800) 732-1489 or email info@insourcemg.com.


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Contact Your Wholesaler


Request an Annuity Quote

Life Proposal Request Form

Request a Life Quote

On-Demand Training Center


Complete Product Training on or before signing applications.

Allianz product training

Great American product training

Reliance Standard product training

The Standard product training


Managing Risk and Reward – Share the video with your clients.

FireLight is our e-app system. Watch a short step-by-step tutorial.