T.A.C.T – The Annuity Consultants Team


Stephani Lucas – President / CEO

“I have a passion for helping my clients and partners succeed.”

Stephani Lucas founded the Annuity Consultants in 2010. She has the experience, education, and authenticity made for success. Combined with 16 years experience in the insurance industry and a B.A. in International Business with a minor in Marketing from Arizona State University, Stephani Lucas worked with 3 national Field Marketing Organization’s. Focused primarily on fixed and fixed indexed annuities, she has worked her way through positions in contracting, case management, marketing, and finally to Director of Annuity Marketing. Stephani is well versed in annuities, life, and advanced sales concepts. She also is a licensed insurance agent in AZ, CA, NJ, OK, NC, KY, FL, IL, TX & CT.

Annuity & Life Directory


Stephani Lucas

P: 858.356.9368 | F: 858.724.6400
E: SLucas@TheAnnuityConsultants.com

Internal Sales & Marketing 858-356-9368


Insurance Marketing

Roxy Caballero

619-929-9303 |E: Rcaballero@theannuityconsultants.com

Licensing & Commissions 858-356-9368