About Us

“Getting accurate product information is extremely important to me as I work through case planning. I need reliable information so I can make the most informed decisions with my clients and I always get detailed and correct information from The Annuity Source. One phone call and I know what product I want. That’s the kind of support I need on a daily basis.”

“With so many marketing organizations either partially or wholly owned by insurance companies these days, it’s important to me to have options with someone who is truly independent. The Annuity Source is always looking for the best product for me and my client. When I call, I know I will always be presented with choices from a wide variety of carriers without a bias towards one.”

“Doing business with The Annuity Source has been such a pleasure over the years. Not only do I get accurate information, but anyone can help me which means I get my answers quickly. There’s nothing more important to me than timely and correct information and I know I can always count on The Annuity Source.”

“Service is the most important value a marketing organization can offer me and after 20 years in the industry, no one provides better service than The Annuity Source. My calls are always returned, my requests always carried out and I am never given an 'easy' answer; if my question requires hours of research then it happens. I appreciate that kind of dedication to service.”