Insights

Diverse Product Portfolio The company partners with over 50 insurance carriers, offering a wide range of solutions including life insurance and retirement products. This diverse portfolio provides ample opportunities to cater to various client needs and preferences.

Market Insight Advantage With a proactive approach to industry changes, the company has a deep understanding of the insurance market. This insight enables sales professionals to anticipate trends and position their offerings effectively to meet evolving client demands.

Comprehensive Sales Support The company offers marketing resources, sales tools, and industry expertise to help grow retirement and insurance businesses. This support equips sales teams with the necessary resources to effectively engage prospects and convert leads into customers.

Tech-Enabled Sales Environment Utilizing a tech stack with tools like Google Analytics and Pure Chat, the company leverages technology to enhance customer interactions and improve sales efficiency. Sales representatives can leverage technology to streamline processes and personalize the customer experience.

Competitive Advantage Through Information Access to comprehensive industry information and business building ideas gives the company's sales professionals a competitive edge. By staying informed and leveraging innovative strategies, sales teams can differentiate themselves in a crowded insurance marketplace.

Similar companies to The Annuity & Life Source | Your Retirement Designers

The Annuity & Life Source | Your Retirement Designers Tech Stack

The Annuity & Life Source | Your Retirement Designers uses 8 technology products and services including Google Hosted Libraries, jQuery, Pure Chat, and more. Explore The Annuity & Life Source | Your Retirement Designers's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • Pure Chat
    Live Chat
  • UPS
    Logistics
  • Windows Server
    Operating Systems
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks

Media & News

The Annuity & Life Source | Your Retirement Designers's Email Address Formats

The Annuity & Life Source | Your Retirement Designers uses at least 1 format(s):
The Annuity & Life Source | Your Retirement Designers Email FormatsExamplePercentage
First@retiredesign.comJohn@retiredesign.com
50%
First@retiredesign.comJohn@retiredesign.com
50%

Frequently Asked Questions

Where is The Annuity & Life Source | Your Retirement Designers's headquarters located?

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The Annuity & Life Source | Your Retirement Designers's main headquarters is located at 3181 Linwood Avenue Suite 20 Cincinnati, Ohio 45208 US. The company has employees across 2 continents, including North AmericaEurope.

What is The Annuity & Life Source | Your Retirement Designers's phone number?

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You can contact The Annuity & Life Source | Your Retirement Designers's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Annuity & Life Source | Your Retirement Designers's official website and social media links?

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The Annuity & Life Source | Your Retirement Designers's official website is retiredesign.com and has social profiles on LinkedIn.

What is The Annuity & Life Source | Your Retirement Designers's SIC code NAICS code?

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The Annuity & Life Source | Your Retirement Designers's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does The Annuity & Life Source | Your Retirement Designers have currently?

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As of January 2022, The Annuity & Life Source | Your Retirement Designers has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Owner: B. M.Owner: T. V.Sales Vice President: K. B.. Explore The Annuity & Life Source | Your Retirement Designers's employee directory with LeadIQ.

What industry does The Annuity & Life Source | Your Retirement Designers belong to?

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The Annuity & Life Source | Your Retirement Designers operates in the Insurance industry.

What technology does The Annuity & Life Source | Your Retirement Designers use?

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The Annuity & Life Source | Your Retirement Designers's tech stack includes Google Hosted LibrariesjQueryPure ChatUPSWindows ServerPHPGoogle AnalyticsMicrosoft ASP.NET.

What is The Annuity & Life Source | Your Retirement Designers's email format?

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The Annuity & Life Source | Your Retirement Designers's email format typically follows the pattern of . Find more The Annuity & Life Source | Your Retirement Designers email formats with LeadIQ.

When was The Annuity & Life Source | Your Retirement Designers founded?

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The Annuity & Life Source | Your Retirement Designers was founded in 2006.
The Annuity & Life Source | Your Retirement Designers

The Annuity & Life Source | Your Retirement Designers

InsuranceOhio, United States11-50 Employees

We are a Simplicity Company and full service insurance marketing agency designed to support independent agents and agencies, and help you meet your goals. Our focus is on the independent advisor.

Discover custom retirement solutions.
Our partnership with over 50 insurance carriers provides an impressive portfolio of solutions to meet your client’s unique needs.  We focus on insurance including life insurance and retirement solutions.

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 environment

Develop 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.

We are a Simplicity Company and the East Coast office for The Annuity Source, Inc..
www.retiredesign.com
www.theannuitysourceinc.com
@RetireDesigners

Section iconCompany Overview

Headquarters
3181 Linwood Avenue Suite 20 Cincinnati, Ohio 45208 US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2006
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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