Let me guess, you need to become an “affiliate” of the corporations, credit unions, etc.  All you have to do is become the “trusted advisor” to those institutions, and they will literally “flood” you with new business.
I wish I had thought of that.

Ok, but how would she approach these institutions?

No idea.
Call her and / or whomever answers the phone and after a 30 minute call you will know the answers and then you can let us know.  Although I googled her name with the word annuities and it wasn’t pretty.  Of course, there may be two people with that name…