The Annuity & Life Source
Financial Services • 
Bellevue, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 11400 SE 8th Street, Suite 430, Bellevue, Washington 98109, US |
| Phone number | +18007434930 |
| Website | |
| NAICS | 52 |
| SIC | 631 |
| Keywords | Case Management, Lead Generation, Marketing Programs, Extensive Product Knowledge, One-To-One Training, Comprehensive Retirement Planning, Competitive Annuity Products, Versatile Life Insurance Offerings |
| Founded | 1991 |
| Employees | 1-10 |
| Socials |
Key Contacts at The Annuity & Life Source
Heather Hutchinson
Chief Marketing Officer
Jaime Roberts
National Sales Director
Heather Hutchinson
Chief Marketing Officer
The Annuity & Life Source Email Formats
The Annuity & Life Source uses 1 email format. The most common is {first initial} (e.g., j@theannuitysourceinc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@theannuitysourceinc.com | 100% |
About The Annuity & Life Source
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.
The Annuity & Life Source revenue & valuation
| Annual revenue | $4,964,554 |
| Revenue per employee | $552,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Annuity & Life Source has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
The Annuity & Life Source has never raised funding before.
The Annuity & Life Source Tech Stack
Discover the technologies and tools that power The Annuity & Life Source's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Tag managers
Hosting
Operating systems
Photo galleries
Web servers
UI frameworks
Web frameworks
Analytics
Lithuania
Czechia
Indonesia
Canada
Japan
Frequently asked questions
4.8
40,000 users
