Annuity Agents in Florida

Besides having an MBA with 30 years annuity experience, I used to work for the annuity companies as a Regional Vice President teaching financial reps on utilizing fixed, fixed index, variable and immediate annuities with their clients. I have seen the evolution of annuities over 3 decades and sold all types from many carriers. Whether you want a review of your existing annuity, or to learn how you can incorporate annuity for financial future, I am only one phone call or email away.

Jason Brown, CAS

OH County, OH

29+ years experience

Mr. Jason Brown specializes in helping people make the best possible annuity decision. Jason is independent and can compare & research 50+ insurance companies, including over 1,200 annuity products. Most importantly, he does this with full transparency and guides you every step of the way! Mr. Brown is happy to answer any questions you may have at no cost or obligation. If, for some reason, Jason thinks annuities don't make any sense for your situation, he'll let you know.

Kristy Dunn is a licensed life insurance and annuity professional helping individuals, families, and small business owners navigate the transition from building wealth to creating dependable retirement income. With more than 20 years of experience in banking and business consulting and an MBA in Management and Strategy, she brings a practical, research-informed perspective to retirement income strategies, Social Security considerations, Medicare, and legacy protection.