The Annuity & Life Source | Your Retirement Designers logo

The Annuity & Life Source | Your Retirement Designers Employee Directory

InsuranceOhio, United States11-50 Employees

The Annuity & Life Source, also known as Your Retirement Designers, operates as a full-service insurance marketing agency focused on supporting independent agents and agencies in the insurance and retirement planning space. With an emphasis on life insurance and retirement solutions, the firm partners with a broad network of carriers to offer a diverse range of products tailored to client needs, and it provides case design guidance, automated reporting, and personalized service to help independent advisors develop and implement plans. The company positions itself as a resource for independent producers, offering market insights, prospecting tools, and strategic guidance to grow retirement and insurance business. Based in Cincinnati, Ohio, the organization identifies itself as a Simplicity Company and serves as the East Coast office for The Annuity Source, Inc., highlighting its role within a larger network while maintaining a focus on serving independent agents and their clients.

Find The Annuity & Life Source | Your Retirement Designers employees' phone numbers or email addresses

The Annuity & Life Source | Your Retirement Designers Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

The Annuity & Life Source | Your Retirement Designers's Leadership

  • Stylized image of a person
    B. M.
    Owner
  • Stylized image of a person
    J. R.
    Account Manager, Business
  • Stylized image of a person
    P. S.
    Behavioral Health

The Annuity & Life Source | Your Retirement Designers Employee Metrics

100%
50%
0%
2026
2025
  • Recruiting
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Annuity & Life Source | Your Retirement Designers

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. M.
    Owner
    Oct 16, 2024
  • Stylized image of a person
    J. R.
    Account Manager, Business
    Oct 22, 2024
  • Stylized image of a person
    P. S.
    Behavioral Health
    Oct 17, 2024

Frequently Asked Questions

What is The Annuity & Life Source | Your Retirement Designers known for?

Minus sign iconPlus sign icon
The Annuity & Life Source | Your Retirement Designers was founded in 2006 operates in the Insurance industry; you can contact the main corporate office by phone at . Explore The Annuity & Life Source | Your Retirement Designers's company overview page for more information.

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

Minus sign iconPlus sign icon
The Annuity & Life Source | Your Retirement Designers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Annuity & Life Source | Your Retirement Designers email formats with LeadIQ.

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

Minus sign iconPlus sign icon
The Annuity & Life Source | Your Retirement Designers has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are The Annuity & Life Source | Your Retirement Designers's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, The Annuity & Life Source | Your Retirement Designers's key employees include:

  • Owner: B. M.
  • Account Manager, Business: J. R.
  • Behavioral Health: P. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.