Stephani Lucas, CEO
Our CEO has a passion for helping her clients and partners succeed. Combined with almost 17 years experience in the insurance industry and a B.A. in International Business with a minor in Marketing from Arizona State University , Stephani has worked with 3 national Field Marketing Organizations.
Focusing primarily on fixed, fixed indexed annuities, and life insurance, she has worked her way through positions in contracting, case management, marketing and finally to Director of Annuity Marketing.
Crystal has over 15 years of experience designing, and leading innovative Disability Insurance solutions for agents and their clients. Before devoting her work fulltime to The Annuity Consultants, Crystal worked for one of the largest disability GA’s in the nation and worked in multiple national institutions.
She inherently understands that one of your clients’ most valuable assets is their ability to earn an income. Passionate about education, design and implementation of high value income protection strategies using a variety of insurance products to best suit their unique needs.
In addition to being a disability insurance guru, she actively seeks out reasons to travel, spend time with her dogs and participate with her community projects. Having graduated with honors from the California Corrections Academy, she returns every semester as a guest speaker on Diversity Awareness and the importance of compassion and understanding in our community.
“What is success? I think it is a mixture of having a flair for the thing that you are doing; knowing that it is not enough, that you have got to have hard work and a certain sense of purpose.”