Roster Financial is one of the largest full service marketing organizations supporting the needs of independent insurance agents and financial professionals across the country. As your partner, our goal is to help you meet your client’s annuity, life insurance and long term care needs through dependable service, innovate marketing programs, and an overarching commitment to helping you grow and protect your business.





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iGO e-App, an intelligent fillable form, enables agents to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions. The bottom line: you eliminate 10-14 days from the process, write more premium, and get paid faster.
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A quick view list of important upcoming Roster Financial and industry events.
Gain access to our annuity product spreadsheets. View products by type, company or NY only.
Gain access to the latest rate update sheets