Why Trust The Annuity Expert?

Shawn Plummer, CRPC

Chartered Retirement Planning Counselor

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.

Meet Our Team

Shawn Plummer, CRPC

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Shawn Plummer, a Chartered Retirement Planning Counselor, founded The Annuity Expert, where he excels in providing annuity and insurance services. Since 2009, he has sold annuities and insurance and trained financial professionals. Shawn is known for his deep knowledge and focus on serving his clients well, which shows how he interacts with them. His National Insurance Producer Number is 15524738.

Jason Stolz, CLTC, CRPC


Jason Stolz, a Chartered Retirement Planning Counselor and Long-Term Care Certified, has been a valuable part of The Annuity Expert team for three years, with experience in insurance and retirement planning since 2010. His expertise includes life insurance, understanding the details of getting insurance coverage, and knowledge about long-term care and annuities. His National Insurance Producer Number is 20471358.

Jarad Stolz, CLTC, CRPC

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Jarad Stolz, a Chartered Retirement Planning Counselor and Long-Term Care Certified, began working in the insurance field in 2008. He has experience as an insurance agent and a trainer for industry workers. Over the past three years, he has been an important member of The Annuity Expert team, applying his expertise in annuities, life insurance, disability insurance, and critical illness insurance to assist clients in obtaining the required insurance. His National Insurance Producer Number is 17371953.

Mike Dusombre, CLTC, CRPC

Mike Dusombre

Mike, a Chartered Retirement Planning Counselor and Long-Term Care Certified, is a dedicated and knowledgeable retirement planner and insurance agent who strongly focuses on helping clients secure their financial future. Specializing in annuities, life insurance, and long-term care (LTC) insurance, Mike is committed to providing tailored solutions that meet each client’s unique needs and goals. Whether planning for retirement, protecting your loved ones, or considering long-term care options, Mike is here to guide you through the complexities of insurance and provide peace of mind for your financial future. His National Insurance Producer Number is 15524738.

Shawn Plummer’s Insurance License By State

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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

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.

Independent Insurance Agent, Broker, And Agency

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Frequently Asked Questions

What is an insurance agency?

An insurance agency is a business that represents one or more insurance companies and sells their products to customers. Most agencies are independent businesses that an insurance company does not own, but larger companies own some. Agencies typically have licensed employees to sell insurance products and provide customer service.

What do insurance agencies do?

Insurance agents are responsible for selling insurance policies to individuals, businesses, and other organizations. They help customers choose the coverage best suited to their needs, explain the policies’ features and benefits, and handle policy renewals. Agents also assist clients with call assistance, claims processing, and other assistance and provide customer service support.

What are the benefits of working with an insurance agency?

There are several benefits of working with an insurance agency, including the ability to choose from a variety of insurance products from different companies, access to customer service and support from the insurance agency, and the peace of mind that comes from working with a professional who is knowledgeable about insurance coverage.

What is an insurance agent or broker?

An insurance agent or broker is a professional who helps people choose and apply for insurance. Agents and brokers can work with many types of insurance, including health, life, property, and casualty. They typically work for an insurance company or agency, but some are independent.

What do insurance agents and brokers do?

Most insurance agents and brokers work in an office. They meet with clients in person or over the phone to discuss their needs. They then research available policies and present their findings to the client. If the client decides to purchase a policy, the agent or broker helps them complete the necessary paperwork. Some insurance agents and brokers may sell other financial products like stocks, bonds, and mutual funds.

How do insurance agents or brokers get paid?

Insurance agents and brokers typically receive a commission from the insurance company for each policy they sell. Commissions are typically a percentage of the premium or the insurance policy price. In addition, agents and brokers may also receive a salary, bonuses, or other compensation from their employer.

Do customers have to pay a fee to insurance agents or brokers?

Customers typically do not have to pay insurance agents or brokers a fee.

How do you make money as an insurance agent?

Insurance agents make money by earning commissions from the insurance companies they represent. Commission rates vary by location, city, or state, depending on the location, the type of policy sold, and the company. Agents may also receive bonuses for meeting specific sales goals or selling certain policies in one location, city, or state in a given period.

What is an independent life insurance broker?

An independent life insurance broker is a professional who offers unbiased advice and guidance on life insurance options. Unlike tied brokers who work for a specific company, independent brokers can access various insurance products from different providers. This allows them to find the best coverage and rates for their client’s needs.

What is an annuity broker?

An annuity broker is a financial professional specializing in helping clients purchase annuities. They have extensive knowledge of different types of annuities and can guide clients in selecting the most suitable option based on their financial goals and risk tolerance. Annuity brokers typically work on a commission basis and are regulated by financial authorities to ensure fair practices.

Shawn Plummer, CRPC

Chartered Retirement Planning Counselor

Shawn Plummer is a Chartered Retirement Planning Counselor, insurance agent, and annuity broker with over 14 years of first-hand experience with annuities and insurance. Since beginning his journey in 2009, he has been pivotal in selling and educating about annuities and insurance products. Still, he has also played an instrumental role in training financial advisors for a prestigious Fortune Global 500 insurance company, Allianz. His insights and expertise have made him a sought-after voice in the industry, leading to features in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, The Simple Dollar, U.S. News and World Report, Women’s Health Magazine, and many more. Shawn’s driving ambition? To simplify retirement planning, he ensures his clients understand their choices and secure the best insurance coverage at unbeatable rates.

The Annuity Expert is an independent online insurance agency servicing consumers across the United States. The goal is to help you take the guesswork out of retirement planning and find the best insurance coverage at the cheapest rates

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