About Us

The Annuity Consultants

We are the preeminent resource for independent agents/advisors, RIAs and IARs
who are serious about providing superior solutions to their clients.

About Us? Hmmmm, I’m bringing sexy back…oh wait, insurance has never been sexy…haha.. Let’s make it so! Insurance isn’t typically seen as sexy, but I beg to differ. Money is sexy. You are leveraging one asset to receive a greater benefit in the future. What’s sexier than harnessing your power? Money is energy, and how we spend it matters. What better way to spend energy than to help your clients protect themselves and their families?

My mission is to help you enhance the way you do business to show your clients the value annuities and life insurance can bring to their lives. I have a passion for helping my clients, partners, and ultimately, consumers, succeed. In 2010, I established this boutique FMO which wholesales annuities and life insurance. My forte is in retirement and income planning. Through the aggregation of resources provided by multiple FMOs, we are able to negotiate better contracts with the 35+ insurance carriers we represent in the independent distribution channel.

Our primary goal is to add value by educating on how fixed annuities and life insurance can be utilized in wealth building & income planning. We take pride in knowing you and your business inside & out. We build a plan to help you succeed by getting you in front of more qualified prospects. As fixed/index annuity and life insurance specialists, we share our in-depth knowledge of the benefits and particulars of competing products. We have knowledge of, and access to major insurance carriers at meaningful levels of contact, separating us from our competition. I believe in always selling for the right reasons, which means focusing on what is best for the consumer and not the company. The focus is always on matching the needs to the RIGHT product.

We don’t sell products, we teach and guide you. We look for the best ways to educate and simplify the products we offer so that the agents/advisors we work with can educate their clients. Knowledge is the most important tool to have when it comes to planning for the future. We take pride in all aspects of what we do and hope that it shows! If an annuity or life insurance product is not the right fit we are not afraid to discourage the sale and suggest looking at other options as we are mindful of how inappropriate sales can negatively affect your clients bottom line. The more you know about which products and features are selling best, which sales and marketing tactics are resonating most and what’s happening on the product development front, the bigger edge you’ll have in finding solutions for clients and, in the process, fortifying your practice.

There will be a winnowing of producers as the industry evolves due to technological advances in FinTech & InsureTech. The survivors will do more business with a more diversified model, which will result in long-term success. Get outside of your comfort zone and reach for financial independence by working smarter not harder. What do you think about us now?

Let The Annuity Consultants Team help you develop your digital marketing strategy. In order to stay relevant in this space you will need to adapt and evolve with technology. It won’t be going away and its changing faster than ever. You must embrace it! Work with a team that knows and understands how to stay competitive and get you in front of more qualified prospects. We are here to help you achieve your goals. Business goes where it’s wanted and stays where its valued!

Relentless Service

Our unparalleled dedication to your financial success. A relationship built on trust, supported by a company built on experience, stability, and innovation.

We don’t sell products, we teach and guide you.

We look for the best ways to educate and simplify the products we offer so that the advisors we work with can educate their clients. Knowledge is the most important tool to have when it comes to planning for the future. We take pride in all aspects of what we do and hope that it shows!

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