Proprietary Advisor Instruments

The tools that close the case.

A suite of purpose-built calculators and prospecting instruments you won't find anywhere else — engineered to win annuity business, defend the recommendation, and grow your book. This is what it means to run with Mach96.

The Instrument Panel

One platform. Every tool the case needs.

From the first comparison to the suitability defense to finding the next opportunity — the full workflow, built in-house, branded to you.

Who We Are

An annuity back office built by wholesalers.

Mach96 was founded in 2021 by Joe Saffrin, a top annuity wholesaler for more than a decade, on a simple belief: independent advisors deserve a sharper, faster back office than the big shops hand them.

Today we run the annuity desk, case design, and competitive intelligence for 200+ advisory offices nationwide — across 50-plus carriers and $1B+ in placed premium. The instruments above aren't marketing. They're what our advisors use to win business every day.

Run With Mach96

Most IMOs hand you a carrier list. We hand you an unfair advantage.

50+ carriers and a proprietary toolkit your competition can't match. If you're writing annuity and life business and you want the instruments to write more of it, let's talk.

Start the conversation

Or email sales@mach96.com  ·  call 612-445-5251