The Annuity & Life Source, Inc. Email Format

Financial ServicesWashington, United States2-10 Employees

The Annuity & Life Source, Inc. is a Bellevue, Washington-based financial services firm that partners with financial advisors to support client retirement planning needs. With a track record spanning more than 25 years, the company emphasizes content through curated materials and customized campaigns to help advisors grow their practices. Its product offering centers on stability and includes fixed annuities, life insurance, and asset-based long-term care, representing top-rated carriers to serve client retirement goals. The firm provides end-to-end support for the advisor workflow, including licensing with carriers, product consultation, proposal generation, paperwork and sales-materials preparation, and processing of new business while tracking policies and commissions. It also aims to assist advisors through regulatory changes that affect the industry, including compliance with Department of Labor rules. In addition, the company participates in professional governance, serving on the NAFA board and providing advisory input to several carriers.

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