Penn Financial Marketing was incorporated in 1990 as a completely independent, privately owned national wholesaler of fixed annuity products, specializing in the New York marketplace.We are located in Ithaca, part of the gorgeous Finger Lakes District of Upstate New York. We know New York annuities, and the infamous rules and regulations of our State. 

We provide support to you, the licensed agent, by:

• explaining how technical features of a product can benefit your particular client,

• helping select specific annuity products which will meet an individual's needs,

• facilitating the agent contracting and appointment process,

• providing effective case management, including complete NY Reg. 60 preparation, and

• getting the policy issued in the least time possible.  

Our agents and their clients are from throughout New York, with concentrations in the NY metropolitan area, along with Buffalo, Rochester, Syracuse, Albany, and just about any point in-between. You are invited to contact us for any or all of your fixed annuity needs. We offer single premium deferred and immediate annuities, flexible premium deferred annuities, medically underwritten immediate annuities, fixed Equity-Indexed Annuities (EIA), and excellent support. We want to help you look good in front of your clients. By the way, we may be an annuity brokerage specialist, but we can help place your term and universal life insurance business as well. Just let us know what you need.