Who Is The Annuity Expert
Welcome to The Annuity Expert, your reliable retirement planning firm and online insurance agency based in Atlanta, Georgia, proudly serving all 50 states. Established by Shawn Plummer, our primary mission is to help consumers like you make well-informed financial decisions for your future. He carefully selected and trained each team member, ensuring that only the most qualified individuals assist you throughout the process. We believe in empowering you with knowledge and ensuring you have the resources and support to navigate your financial journey confidently. Whether you are searching for a financial professional, insurance advisor, or agent, you’re in the right place. We specialize in the following:
- Annuities
- Life Insurance
- Burial Insurance
- Mortgage Protection Insurance
- Healthcare Insurance
- Dental Insurance
- Vision Insurance
- Long-term Care Insurance
- Travel Insurance
- Disability Insurance
Meet Our Team
Shawn Plummer, CRPC
Shawn Plummer, a Chartered Retirement Planning Counselor, founded The Annuity Expert to help consumers compare annuities, life insurance, long-term care insurance, disability insurance, and retirement income strategies with clear, straightforward guidance.
Shawn brings 18 years of annuity product expertise, including experience as a writing agent with insurance companies and as a direct-to-consumer annuity and insurance broker. He also has 12 years of experience training financial advisors and insurance agents, giving him a practical understanding of how annuities and insurance products are designed, sold, explained, and serviced.
Since 2009, Shawn has helped clients buy annuities and insurance while also training financial professionals on how these products work. His experience gives him a real-world view of the insurance industry, product design, retirement income planning, and the problems consumers face when comparing coverage.
Shawn’s approach is simple: educate first, compare options objectively, and help clients find the coverage that fits their financial goals. His focus is not just on selling a product, but on helping people understand what they are buying, what they are giving up, and how each option may affect their long-term financial security.
Shawn Plummer’s National Insurance Producer Number is 15524738.
His National Insurance Producer Number is 15524738.
Shawn has been quoted in the following publications:
- The Wall Street Journal
- Atlanta Journal Constitution
- BreastCancer.Org
- Kiplinger
- Credit Karma
- LegalZoom
- Nasdaq
Jesse Schrage
Jesse Schrage is a licensed insurance agent with The Annuity Expert, licensed since January 2025. He specializes in annuities, life insurance, and long-term care insurance, helping individuals compare coverage options and make informed decisions about their financial future.
Jesse brings a service-first approach to insurance planning, combining product knowledge with a strong commitment to helping people protect their income, assets, families, and long-term care needs. His experience allows him to support clients who want clear guidance, practical options, and coverage that fits their goals.
In addition to his work in insurance, Jesse continues to serve his community through public sector leadership. This background gives him a grounded, client-focused perspective when helping individuals plan for retirement income, family protection, and future healthcare costs.
Jesse Schrage’s National Insurance Producer Number is 21459447.
Tim Terry
Tim Terry is a licensed insurance agent with The Annuity Expert and has 3 years of experience in annuity education. He helps clients better understand how annuities work, how different products compare, and how annuities may fit into a retirement income plan.
Tim recently became a licensed writing agent, allowing him to assist clients more directly with annuity and insurance solutions. His background in annuity education gives him a strong foundation for explaining product features, income options, surrender charges, fees, and contract benefits in a clear and practical way.
Tim’s focus is on helping clients feel informed before making a decision. He works with individuals who want straightforward explanations, honest comparisons, and guidance from someone who understands the importance of choosing the right product for their financial goals.
Tim Terry’s National Producer Number is G340720.
Shawn Plummer’s Insurance License By State
Why Use The Annuity Expert
Our experienced team, each with over a decade of expertise, is here to guide you through every decision.
- Experienced Team: Over a decade of expertise guiding your decisions.
- Trusted Content:
- All content is either written or reviewed by founder Shawn Plummer.
- Genuine content, not outsourced to professional writers.
- Focus on valuable information, not just clicks.
- Personalized Interaction:
- Inquiries addressed by Jason, Jarad, or Mike.
- No impersonal sales team; genuine assistance tailored to your needs.
- Pressure-free environment
- Independent Agents:
- Not tied to any specific company.
- Objective recommendations based on your needs.
- Prioritizing your interests, ensuring optimal product choices.
If You’re New To The Annuity Expert
- Learn about how an annuity works.
- Learn how life insurance works. Then, shop and compare life insurance quotes from the nation’s best companies.
- Purchase long-term care insurance to help pay for a nursing home, assisted living facility, or home healthcare.
- Get travel insurance for both your upcoming domestic and international trips.
- Compare CD rates with fixed annuity rates to grow your retirement savings.
The Annuity Expert has been seen on:
The Annuity Expert has been a resource for the following media outlets:
- Bloomberg
- Entrepreneur
- Women’s Health
- The Simple Dollar
- US News & World Report
- Yahoo! Finance
- MSN
- Cheapism
- Considerable
- Thrive Global
- InsuranceNewsNet
- LegalZoom
- SingleCare
- GoBankingRates
- Forbes
- NextAdvisor (TIME Magazine)
- Business Insider
- MoneyGeek
- SmartAsset
- U.S. Chamber Of Commerce
- Realtor.com
- HerMoney
- Nasdaq
- Kiplinger
- Well And Good
- CreditKarma
- PolicyGenius
Our mission isn’t about finding you a good solution. Our mission is to find you the perfect solution.
Book A Free Consultation
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Let Us Answer Your Questions
Not quite ready for a meeting, but you have a question that needs answering? We’re happy to help. Leave an inquiry below, and one of our staff will respond via email.