Company Information

Get to know The Annuity Expert

Founded in 2012 by Shawn Plummer, The Annuity Expert operates as an online, independent insurance agency focused on helping clients, particularly those nearing retirement, navigate the complexities of annuities. The company's mission is to provide unbiased education and resources, allowing consumers to compare different annuity products from various insurance carriers to find the best rates and terms for their specific retirement goals. They are not tied to a single insurance provider, enabling them to offer a wide range of fixed, variable, and indexed annuity options.

Industry

Financial InsurancePRIMARY
Financial Other Service

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The Annuity Expert

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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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.