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Shawn Plummer

CEO, The Annuity Expert

Thanks for choosing The Annuity Expert. Don’t hesitate to contact us for questions, quotes, and product recommendations. We’ll get back to you shortly.

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Due to the volume of inquiries, please include as much info as possible, including your resident state, age, and what you are trying to accomplish. To avoid spam, we may not respond to you if you don’t.

Content Referencing

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Partnerships

We always love to partner with other companies and organizations that share our mission of helping people make better-informed decisions about their retirement savings. So if you’re interested, please fill out this form so we can get in touch!

Frequently Asked Questions

Do we sell annuities and life insurance?

Yes. The Annuity Expert is an independent annuity and insurance broker.

Do I send the funds to you?

No. The Annuity Expert does not handle any monies. We facilitate all applications and sales. However, all funds are sent directly to the insurance company.

Are we an insurance company?

No. The Annuity Expert is an insurance agency and broker representing several insurance companies.

Is there a fee for our services?

No. Our services are at no cost. Instead, when we sell a policy, we earn a predetermined commission from the insurance company (not you).

Why would you buy an annuity or insurance policy from The Annuity Expert?

We have the largest selection of annuity and insurance policies in the United States which means you get access to the best products for your needs.

Shawn Plummer

CEO, The Annuity Expert

I’m a licensed financial professional focusing on annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I’ve been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women’s Health Magazine.

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

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