About Us

Established in 1987, The Annuity Store (TAS) is one of the nation’s leading field marketing organizations for independent financial professionals. We have been pioneers in developing, training and marketing fixed index annuities. Our mission is to build enduring relationships through training, personalized service, sales support, simple business building practices, and quality products.

                                                                  Sacramento Office

_MG_4684-Edit-web                                                           Huntington Beach Office

                                                                  Novato Office

We pride ourselves on delivering:

  • Personal, Authentic Relationships
    A marketing and service team dedicated to your success
  • Professional Agent Coaching Program
    Tactics to uncover additional assets and duplicate your best clients
  • Basic & Advanced Training
    Exceptional training: Annuity 101 through Advanced Markets concepts
  • Outsource Business Processing
    Alleviate administrative burden: application review, suitability consulting and supply orders
  • Advanced Market Concepts & Case Design
    Creative solutions to help your clients
  • Quality Product Solutions from High-Rated Carriers
    Only the top-rated carriers to help protect you and your clients
  • Leading Marketing Tools & Tactics
    Simple, sustainable tactics from leading strategic alliances

Why The Annuity Store

Some of America’s largest insurance producers turn to us for marketing, consulting, and training. That’s not all; independent financial professionals of all experience levels look to us for the latest innovative sales and marketing concepts to help grow their business. You will be hard pressed to find a marketing team who are more dedicated to your success than the team at The Annuity Store.

We welcome experienced producers who are interested in reaching the next, more profitable stage of their careers. Our Success Made Simple approach is sure to change the way you pursue and achieve success. We invite you to contract with TAS and experience for yourself what aligning with The Annuity Store can mean for you.

Our Simplicity Platform

Planning

Need a plan to move your business forward?

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Messaging

Want help with insurance sales concepts?

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Prospecting

Looking for a new brand or more leads?

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Closing

Need access to insurance specialists?

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Getting Paid

Want to increase your accuracy and speed?

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