Shannon C.
Partner, Financial & Insurance Services
- Role
- Partner at The Annuity & Life Source Your Retirement Designers
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Partner
The Annuity & Life Source Your Retirement Designers
Dec 2007 — Present
We are a Simplicity Financial Group company and full service insurance marketing organization focused on supporting independent agents and agencies. Our primary goal is to support advisors to provide the best retirement solutions for their clients.Discover custom retirement solutions.Our partnership with over 50 carriers provides an impressive portfolio of solutions to meet your client’s unique needs.Grasp the industry pulse. We take a proactive approach to industry changes, and anticipate how they will affect you and your clients. Extensive experience in the marketplace gives us a deep understanding of the independent producer’s perspective and the insurance carrier culture and environmentDevelop your blueprint for success.Our knowledgeable and experienced team guides you from case design to issue. Individual and unique case development plans, automated business reporting, and personal service. Our success depends upon your success.Gain a competitive advantage.Our marketing, sales resources, and industry expertise helps you grow your retirement and insurance business. Exclusive access to comprehensive industry information, prospecting tool kits, innovative business building ideas and more.
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