The Annuity Consultants partners with RIAs, IARs, and insurance professionals seeking a more intentional approach to insurance integration. We specialize in helping advisors incorporate annuity, life, disability income, and long-term care strategies into broader planning conversations with greater clarity, sophistication, and alignment. Our approach is relationship-driven, collaborative, and education-focused. Rather than product-centered sales, we provide strategic guidance, boutique support, and access to a wide network of leading insurance carriers to help advisors better serve their clients. We believe modern insurance planning should feel integrated — not transactional. As the industry evolves, advisors are looking for solutions that support both technical strategy and human connection. The Annuity Consultants was built to help bridge that gap through elevated insurance integration for modern advisors.
| Website | http://www.theannuityconsultants.com |
| Revenue | $2 million |
| Employees | 3 (3 on RocketReach) |
| Founded | 2010 |
| Address | 3112-A Windsor Rd, Austin, Texas 78703, US |
| Phone | +1 855-468-8228 |
| Technologies |
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| Industry | Insurance |
| Keywords | Retirement Solutions, Annuities, Fixed Annuities, Retirement Planning, Variable Annuities, Financial Planning, Life Insurance, Income Planning, Long Term Care Insurance, Disability Income Insurance, Asset Protection, Estate Planning, Wealth Management, Financial Security, Retirement Income, Insurance Planning, Risk Management, Investment Strategies |
| Competitors | AIG, Thrivent, Prudential Financial, New York Life, Sun Life Financial, Fidelity Investments, Northwestern Mutual, MetLife, MassMutual, Transamerica +41 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 631 Companies |
| NAICS | NAICS Code 52411 Companies, NAICS Code 5241 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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The Annuity Consultants Questions
The The Annuity Consultants annual revenue was $2 million in 2026.
Stephani Lucas is the Founder and CEO | For Advisors Who Lead with Trust, Not Product of The Annuity Consultants.
3 people are employed at The Annuity Consultants.
The Annuity Consultants is based in Austin, Texas.
The NAICS codes for The Annuity Consultants are [52411, 5241, 524, 52].
The SIC codes for The Annuity Consultants are [63, 631].
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