Our Services

Advantage Group Associates, Inc. and the staff of AnnuitySpecs.com offer a number of services to assist in your efforts with indexed products:

Competitive Intelligence

  • Staying ahead of your competitors
  • Positioning your company and product lineup
  • Keeping your staff informed of market changes
  • Conservation and sales assistance
  • Identifying product strengths and weaknesses
  • Preparing for the sale, and selecting an annuity suited for your client

Market Research

  • More than a decade of experience with annuity products
  • Providing services in marketing, distribution, training, and product development
  • Knowledgeable in product filing research and policy forms analysis
  • A valuable resource for carriers with no dedicated market research staff

Training

  • Training and education on how to compete to win
  • Using analysis to appropriately benchmark products
  • Maximizing your market research efforts
  • Identifying market trends

For more information on the services offered by Sheryl J. Moore and her staff, please see www.IndexedAnnuityNerd.com. Need Indexed Annuity help? Want to discuss some research or project work? Give us a call, or Contact Us