How an Annuity Expert Built Her Software Company
January 8, 2020 by Marc Glickman, FSA, CLTC
“He said, well, why didn’t you buy an indexed annuity? It’s a retirement savings product that guarantees you a paycheck for the rest of your life… an indexed annuity would not subject me to losing money, but allows me to earn money based on the market’s performance to a limited degree.” – Sheryl Moore
On this episode of The Insurance Experts, I interview annuity expert, advocate and influencer, Sheryl Moore. We discuss how Sheryl landed in the annuity business by chance. She became an annuity advocate based on a personal experience with her own financial planning and wanted others to be aware of their planning options.
As Sheryl began to educate herself on the annuity marketplace back in the early 2000’s, she realized that there were not great sources of information about annuities. So, she created a resource herself! This is how her company, Wink, Inc. was born.
Now she writes articles to demystify annuities. She also offers software products like AnnuitySpecs to home office employees, BGAs, IMOs, B/Ds, banks, agents, and financial advisors. AnnuitySpecs allows insurance advisors to compare different products side-by-side. As the “expert’s expert”, she frequently fields questions about the differences between types of annuities and insurance company products in the marketplace. This is similar to how we at BuddyIns help our partners with LTC planning solutions as well.
BuddyIns is a community of client-centric long term care insurance specialists. We are dedicated to helping financial professionals and their clients across the country with customized LTC planning solutions.
