Jaime Roberts

national sales director at The Annuity Source, Inc. - Seattle, WA, US

Jaime Roberts's Contact Details
HQ
425-453-1020
Location
Company
The Annuity Source, Inc.
Jaime Roberts's Company Details
The Annuity Source, Inc. logo, The Annuity Source, Inc. contact details

The Annuity Source, Inc.

Seattle, WA, US • 20 - 49 Employees
Financial Services

We're a leader in the financial services industry, and have been a partner to our financial advisors for over 25 years, growing practices through curated content and customized campaigns, while providing the best retirement planning solutions for clients.Call 800.743.4930 and subscribe to our email newsletter here: http://bit.ly/2giRtUR.In 2016, The Annuity & Life Source, Inc., along with our advisors, generated over a half a billion in annuity premium servicing a multitude of insurance advisors, registered reps and financial planners. We currently sit on the NAFA board, as well as the advisory board of several industry-leading carriers.We represent top rated companies offering a wide variety of solutions to fit your client's retirement planning needs including Fixed Annuities, Life Insurance and Asset Based LTC. Our product line is centered on quality and stability. We have searched the industry for the best that is available, so you don't have to.Our goal is to support you in any and all aspects of the selling process: licensing with carriers, product consultation, generating proposals, supplying required paperwork and sales materials, processing new business and tracking pending policies and commissions. We are also poised to hand hold you through the upcoming changes to your business due to the new DOL regulations. We believe that you shouldn't have to sweat the small stuff. The Annuity & Life Source, Inc., provides services you need and integrity you can trust.

Competitive Annuity Products Versatile Life Insurance Offerings One-to-One Training Comprehensive Retirement Planning Extensive Product Knowledge Case Management Marketing Programs Lead Generation Financial Services Financial Advisory Services
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Frequently Asked Questions about Jaime Roberts
Jaime Roberts currently works for The Annuity & Life Source, Inc.
Jaime Roberts's role at The Annuity & Life Source, Inc is national sales director.
Jaime Roberts's email address is ***@theannuitysourceinc.com. To view Jaime Roberts's full email address, please signup to ConnectPlex.
Jaime Roberts works in the Financial Services industry.
Jaime Roberts's colleagues at The Annuity Source, Inc. are Danica Celix, Heather Hutchinson, Margo Thompson, Courtney Juhl, Peter Budding, Jennifer Li and others.
Jaime Roberts's phone number is ["+14254531020"]
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