Company Information

Get to know Appreciation Financial

Appreciation Financial is a national Insurance Marketing Organization (IMO) founded in 2009 by Terry Kennedy. The company's mission is to help public sector employees, such as teachers and government workers, achieve a dignified retirement. They specialize in educating clients about their existing pension and retirement benefits (like 403(b) and 457(b) plans) and then offering supplemental products, primarily fixed indexed annuities and life insurance, to help maximize their retirement income. They operate through a nationwide network of independent agents who meet with clients to provide these planning services.

Industry

Financial InsurancePRIMARY
Financial Financial Advisement
Financial Other Service

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Appreciation Financial

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.