Are You A Retiring Loan Officer
LOANNUITY™…Revolutionary
process for retiring loan officers!
Here at Choice Mortgage Group, we have a revolutionary process for retiring loan officers. If you are planning to retire in the next 2–5 years, we hav a process called LOANNUITY™.
So what is LOANNUITY™, you ask?
LOANNUITY™ is our innovative process that pairs you with a carefully selected younger loan officer who will nurture your database and referral partners, ensuring your clients stay supported long after you step back.
You stay connected to the success of your business while gaining the freedom to retire confidently—earning income from the loans your successor originates from your book of business.
Financial Services Built for Your Retirement Strategy
LOANNUITY™ introduces a forward-thinking approach to financial continuity and revenue distribution for retiring loan officers. Our model ensures that the value of your client relationships doesn’t end when you retire. Instead, your book of business continues to generate income through a structured distribution of commissions and fees, based on your successor’s production from your database. This creates a dependable, ongoing income stream and allows your lifetime of work to continue benefiting you well into retirement.
Advertising and Marketing Services
Choice Mortgage Group provides full-service marketing support to help your successor effectively communicate with your past clients and referral partners. LOANNUITY™ offers a strategic advantage in marketing to a pre-vetted, trusted client base and referral partners. From email outreach to database engagement and co-branded communications, our marketing resources ensure your network receives the same thoughtful, professional service they’ve come to expect—protecting your reputation and keeping your relationships active.
Business Consulting and Marketing Consulting Services
Retiring from production doesn’t mean letting go of your business. Our team provides ongoing consulting and transition oversight, helping align expectations, support your successor, and monitor performance to ensure your book of business remains active and well-managed. We help you build a clear transition plan, maintain client continuity, and ensure your LOANNUITY™ partnership continues to produce long-term value.
Recruitment & Placement Services for a Smooth Transition
As you prepare for retirement, our team helps identify and place a qualified, motivated loan officer who can continue serving your clients and referral partners. This successor becomes the active point of contact for your database, ensuring your relationships stay supported and your business continues operating with consistency. We oversee the pairing process, help facilitate expectations, and support both parties so your transition feels organized, intentional, and aligned with your long-term goals.
The Long-Term Impact of LOANNUITY™
LOANNUITY™ allows retiring loan officers to step back confidently while ensuring their clients, referral partners, and business relationships remain cared for. Your years of work continue to provide value—not only to your clients, but to you as well—through a structured transition that keeps your book of business active. By entrusting your relationships to a successor who upholds your standards, you protect the legacy you’ve built and create a retirement path that supports both stability and continuity.
Why Loan Officers Love LOANNUITY™
LOANNUITY™ is designed to help loan officers retire confidently with a plan that preserves their relationships and business legacy.
Steady Post-Retirement Income
Earn ongoing revenue tied to a book of business you spent decades building.
A Successor You Can Trust
You’re paired with a motivated, vetted loan officer dedicated to serving your clients.
Legacy Preservation
Ensure your clients and real estate partners receive consistent, high-quality service.
Hands-Off Retirement
We handle the transition mechanics—you focus on enjoying life after lending.
With LOANNUITY™, you can retire knowing your business continues forward with care and consistency.
Ready to Retire Without Losing Your Income?
Schedule a confidential consultation to learn how LOANNUITY™ can protect your book of business and help you retire with ongoing revenue.