Many believe that annuities are just high-commission products that lock up your money. 

But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans.

Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance.

Jeremy and Sheryl discuss: 

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• Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance
  
• The misconceptions and blind spots about annuities, and how to effectively communicate their benefits
  
• The future of indexed annuities and life insurance, and what advisors should be aware of going forward
  
• Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about
  
• And more
  

Resources: 

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• Moore Market Intelligence
  
• Wink
  
• The Encyclopedia to Indexed Products: Annuity and Life by: Sheryl Moore
  
• Why I Bought Indexed Annuities by: Sheryl Moore
  
• Get added to the book waitlist! Cathy@winkintel.com 
  

Connect With Sheryl Moore:

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• LinkedIn: Sheryl Moore
  
• X (Twitter): Sheryl Moore 
  

Connect with Jeremy Houser:

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• 713-808-8548
  
• Schedule a Call
  
• jeremy.houser@simplicitygroup.com
  
• Advisor Mentorship Program
  
• YouTube: Jeremy Houser
  
• Instagram: @jeremyhouser_amp
  
• InsurMark
  
• LinkedIn: Jeremy Houser
  

About Our Guest:

Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services. 

3729899 – 0724B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.