Speak to an Ibexis Annuity Broker and Agent

Shawn Plummer, CRPC

Retirement Planner, Financial Advisor, Annuity Broker, and Insurance Agent

Why People Contact an Ibexis Annuity Broker and Agent

Ibexis annuities are often selected for fixed and indexed strategies, but many buyers and policyholders reach out because they want certainty before committing—or clarity on a contract they already own.

Annuities are contract-specific. Issue year, product series, and rider versions matter. An Ibexis annuity issued years ago may operate very differently from what’s offered today. That’s why people contact us to buy with confidence, get a second opinion, or fully understand an older Ibexis annuity.

  • My National Producer Number (NPN): 15524738
  • Designation: CRPC® (Chartered Retirement Planning Counselor)
  • Ibexis Agent Number: IND559

Call us now at 770-755-1565 or get a free quote below

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Accessing Ibexis Annuity Products

Ibexis Life & Annuity Insurance Company operates exclusively through a select network of independent financial professionals. Unlike traditional “household name” carriers with thousands of captive agents, Ibexis partners with specialized brokers who understand their unique, high-yield product structures.

The Role of Your Appointed Ibexis Representative

Because Ibexis focuses on industry-leading rates and innovative features like the Index Target Anniversary (ITA), the application process requires a higher level of technical oversight. As an appointed Ibexis broker, I provide the following:

  • Exclusive Rate Access: Ibexis often offers “tiered” or “special” pricing that is only available through certain distribution channels. We ensure you are seeing the most current and competitive rate sheets.
  • Suitability & Compliance: Ibexis has a rigorous suitability process to ensure its products—which often feature unique accumulation strategies—are the right fit for your liquidity needs and time horizon.
  • The “MYGA Plus” Advantage: We help you navigate specific Ibexis features, such as the ability to choose between fixed-rate buckets and indexed-linked buckets within a single contract, a feature not commonly found in traditional annuities.

Important Requirement: Ibexis does not accept applications directly from the public. To lock in a current Ibexis rate or begin a transfer from an existing IRA or 401(k), you must work with a licensed professional who holds an active appointment with the company.

What We Do as Licensed Ibexis Annuity Brokers and Agents

We are licensed Ibexis annuity agents in all 50 states and operate as an independent annuity brokerage.

We specialize in:

  • Ibexis annuity contracts—current and legacy
  • Helping clients buy Ibexis annuities
  • Providing second opinions before contracts are finalized
  • Assisting with existing and older Ibexis annuity policies

Our role is to ensure the annuity contract you’re considering—or already own—does exactly what you expect it to do.

If You’re Looking to Buy an Ibexis Annuity

If you’re ready to purchase, we’ll help you:

  • Confirm the annuity structure aligns with your objective
  • Understand how the contract works before issuance
  • Review income options, riders, and long-term trade-offs
  • Clarify liquidity limits, surrender schedules, and restrictions

Annuities are long-term commitments. Getting the structure right upfront matters.

If You Want a Second Opinion Before You Sign

Many people contact us after receiving an Ibexis illustration or proposal and want reassurance before moving forward.

In these cases, we:

  • Review the specific Ibexis annuity you were shown
  • Explain the contract mechanics in plain English
  • Identify issue-year and rider differences that affect outcomes
  • Confirm whether the annuity aligns with your goals

A second opinion helps prevent locking into the wrong contract version.

If You Already Own an Older Ibexis Annuity

We regularly assist policyholders who purchased Ibexis annuities years ago and now need clarity.

We can:

  • Review your in-force Ibexis contract and explain how it functions today
  • Clarify income provisions, withdrawal rules, and anniversaries
  • Explain the differences between older Ibexis contracts and current offerings
  • Help you understand your options—without pressure

Legacy Ibexis annuities often behave very differently from newer designs.

Who This Service Is Designed For

This is right for you if:

  • You want to buy an Ibexis annuity with guidance
  • You want a professional second opinion before committing
  • You already own an Ibexis annuity and want clarity
  • You prefer working with a licensed, carrier-specific specialist

This may not be a fit if:

  • You’re not ready to discuss annuities
  • You don’t want contract-level review
  • You prefer not to analyze details

Why Work With Us

  • Licensed Ibexis annuity agents in all 50 states
  • Experience with legacy and current Ibexis annuity contracts
  • One point of contact for buyers and existing policyholders
  • Focused on accuracy, clarity, and proper contract alignment

We don’t guess. We review the contract.

Speak to an Ibexis Annuity Broker and Agent Today

Whether you are:

  • Buying an Ibexis annuity
  • Seeking a second opinion
  • Needing help with an existing Ibexis annuity contract

👉 Contact The Annuity Expert to speak with a licensed Ibexis annuity broker and agent before you make your next move.

Call us now at 770-755-1565 or schedule a free consultation below

Shawn Plummer, CRPC

Retirement Planner, Financial Advisor, Annuity Broker, and Insurance Agent

I am a licensed Retirement Planner (CRPC), insurance agent, financial advisor, annuity broker, and former financial trainer with more than 18 years of hands-on experience in annuities and insurance. My National Producer Number (NPN) is 15524738. I spent 12 years training financial advisors nationwide on annuity, insurance, and retirement planning strategies, in addition to 18 years of direct field experience selling annuities and insurance products, helping clients protect their savings and secure reliable retirement income.

I have been quoted in Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, LegalZoom, U.S. News & World Report, Women’s Health Magazine, Forbes, and many other leading publications.

I am also the founder of The Annuity Expert, an independent online insurance agency and annuity broker serving consumers across the United States. Through this platform, my team and I help Americans remove the guesswork from retirement planning and compare insurance solutions to find the strongest value at the most competitive rates. I want to see you get the best products at the lowest prices.

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