🚨 Reminder to our WA & OR Advisors! 🚨 WA & OR adopted the NAIC Best Interest Model Regulation for Annuity Recommendations and Sales. The new NAIC Best Interest Annuity Training requirements are coming into effect soon. Any advisor writing business MUST complete the new course prior to the specified dates. 📚 Make sure to complete the new course to stay compliant and continue serving your clients effectively. If you need more information or have any questions, please don't hesitate to reach out to our Office. The Annuity & Life Source, Inc. #FinancialAdvisors #AnnuityTraining #Compliance #NAIC #BestInterest #ProfessionalDevelopment #ThisIsSimplicity #EducationValuePartnership #WeAreTheSource #SimplicityGroup
About us
We're a leader in the financial services industry, and have been a partner to our financial advisors for over 25 years, growing practices through curated content and customized campaigns, while providing the best retirement planning solutions for clients. Call 800.743.4930 and subscribe to our email newsletter here: http://bit.ly/2giRtUR. In 2016, The Annuity & Life Source, Inc., along with our advisors, generated over a half a billion in annuity premium servicing a multitude of insurance advisors, registered reps and financial planners. We currently sit on the NAFA board, as well as the advisory board of several industry-leading carriers. We represent top rated companies offering a wide variety of solutions to fit your client’s retirement planning needs including Fixed Annuities, Life Insurance and Asset Based LTC. Our product line is centered on quality and stability. We have searched the industry for the best that is available, so you don’t have to. Our goal is to support you in any and all aspects of the selling process: licensing with carriers, product consultation, generating proposals, supplying required paperwork and sales materials, processing new business and tracking pending policies and commissions. We are also poised to hand hold you through the upcoming changes to your business due to the new DOL regulations. We believe that you shouldn’t have to sweat the small stuff. The Annuity & Life Source, Inc., provides services you need and integrity you can trust.
- Website
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http://www.theannuitysourceinc.com
External link for The Annuity & Life Source, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bellevue, Washington
- Type
- Privately Held
- Founded
- 1991
- Specialties
- Competitive Annuity Products, Versatile Life Insurance Offerings, One-to-One Training, Comprehensive Retirement Planning, Extensive Product Knowledge, Case Management, Marketing Programs, and Lead Generation
Locations
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Primary
11400 SE 8th Street
Suite 430
Bellevue, Washington 98109, US
Employees at The Annuity & Life Source, Inc.
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Rachel Girouard Nutt
Sr. Life /Annuity Specialist
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Courtney Juhl
National Sales Director at The Annuity Source, Inc., a Simplicity Company
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Jaime Roberts
National Sales Director at The Annuity Source, Inc.
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Heather Hutchinson
Chief Marketing Officer at The Annuity Source, Inc. a Simplicity Company
Updates
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Had an amazing team dinner with our EVP Jason Jenkins and Wealth VP Mike Nimmo, CFP®. It reinforced why I love working with this incredible team. Lots of Laughter and great conversations made it a very memorable evening. Team dinners are more than meals; they are an opportunity to connect personally, celebrate achievements, and strengthen relationships. These moments boost collaboration and motivate us to achieve greater success together. Grateful to everyone for making it special. Here's to more team dinners and continued success! #SimplicityGroup #WeAreTheSource #TeamDinner #TeamBonding #Grateful #WorkFamily #TeamSuccess
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💖 Happy Valentine's Day! 💖 Today, we want to take a moment to express our heartfelt appreciation for the amazing advisors we have the privilege of working with. Your partnership is the cornerstone of our success & inspires the heartbeat of our team. Here's to celebrating the incredible bond we share! #ValentinesDay #AdvisorAppreciation #Gratitude 🌟💼❤️
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The Annuity & Life Source, Inc. reposted this
Wishing You and Your Team a Very Happy Holiday Season! As we reflect on another wonderful year together, Our team would like to Thank all of our amazing partnerships that have contributed our Success -- our Incredible Agents & Advisors, Fantastic Carrier Partners & Vendors + our Incredible Parent Company, Simplicity Group! We look forward to continuing to work together in 2024!
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The Annuity & Life Source, Inc. reposted this
Wishing you and your team a Wonderful Holiday Season! I'm grateful to work alongside these amazing ladies - who inspire, lead & motivate me daily! Cheers to an Amazing Year & Team!
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Wishing You and Your Team a Very Happy Holiday Season! As we reflect on another wonderful year together, Our team would like to Thank all of our amazing partnerships that have contributed our Success -- our Incredible Agents & Advisors, Fantastic Carrier Partners & Vendors + our Incredible Parent Company, Simplicity Group! We look forward to continuing to work together in 2024!
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Wishing You and Your Team a Very Happy Holiday Season! As we reflect on another wonderful year together, Our team would like to Thank all of our amazing partnerships that have contributed our Success -- our Incredible Agents & Advisors, Fantastic Carrier Partners & Vendors + our Incredible Parent Company, Simplicity Group! We look forward to continuing to work together in 2024!
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