We are the prominent resource to independent agents/advisors 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, life insurance, disability income or asset based LTC 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.
Knowledge is the most important tool to have when it comes to planning for the future. We take pride in our deep knowledge, extensive experience, and heart-centered planning mindset, and we put that into practice in every interaction. Also, we offer more than annuities. We offer multiple carriers for life, DI, LTC, and asset-based LTC. We aren’t a one-stop shop, but if you need something we don’t have, we can certainly point you in the right direction. The more you know about which products and features are selling best, which sales and marketing messages 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, grow your business. We aren’t like most FMOs. We also offer marketing, so we can assist you in building a custom marketing plan to give you the best opportunity at generating leads and closing sales. So, no matter whether you’re looking for the perfect solution for your client or the best way to bring in new business, The Annuity Consultants team is here to help everyone succeed.
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?
You do 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!
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!