The Annuity Expert

Name

The Annuity Expert

Legal name

The Annuity Expert

Website

https://theannuityexpert.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Insurance Sales Training

NAICS

Professional and Management Development Training (61143), Business Schools and Computer and Management Training (6114)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance (EDAAAPAH)

akta.pro secondary industries

Insurance Finance & Risk (Actuarial, Claims, Solvency) (EDABAJAJ), Sales & Customer Service Training (EDAGANAC)

Keywords

• Annuity sales training
• Insurance agent education
• Financial services training
• Fixed indexed annuities
• Insurance compliance training

Headquarters

HQ city

Michigan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Virtual Training Platform Access: One-time purchase of access to comprehensive A-to-Z annuity training platform including all video modules, compliance training, marketing strategies, and closing techniques. Training is delivered via on-demand video content.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

The Annuity Expert provides a virtual training platform that delivers A-to-Z annuity education to life and health insurance agents. The training covers compliance and suitability, annuity product knowledge, marketing strategies, sales techniques, and post-sale client management, delivered as on-demand video content with a one-time $997 purchase price (reduced from $7,795). Founders Ryan Cicchelli supplements the curriculum with personal consultation calls via Calendly.

Product overview

The Annuity Expert operates as a single unified offering: the Annuity Expert Virtual Training Platform. This platform provides comprehensive, A-to-Z annuity training for life and health insurance agents, covering compliance and suitability, product education, proven sales and marketing strategies, digital marketing, client servicing, and cross-selling techniques for Medicare and life insurance products. The training is delivered as on-demand video content and includes personal mentorship components from founder Ryan Cicchelli.

Differentiator

Problem solved

Functional benefit

Products and services

• Annuity Expert Virtual Training Platform A virtual, on-demand video training platform providing A-to-Z annuity education for life and health insurance agents. The curriculum covers compliance and suitability training, annuity product education, marketing strategies, sales techniques, and post-sale client management, including cross-selling strategies for Medicare and life insurance. Sold as a one-time $997 purchase (originally $7,795) with a 30-day money-back guarantee.

Quantifiable outcome

• $2.5 million in client assets uncovered by a single trained agent
• +2 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered minor.

• FFL (Futures Financial Group)minorGTM or Marketing PartnerField Marketing Organization (FMO) or insurance agency partnership. Listed among agencies from which The Annuity Expert trains agents. Agents from this organization access the training platform.
• IFG (Insurance Marketing Organization)minorGTM or Marketing PartnerInsurance field marketing organization whose agents utilize The Annuity Expert training program.
• Agent PipelineminorGTM or Marketing PartnerInsurance industry partner organization whose members receive annuity sales training from The Annuity Expert.
• Neichloss FlemingminorGTM or Marketing PartnerInsurance agency whose agents are trained through The Annuity Expert platform.
• DuFord Insurance GroupminorGTM or Marketing PartnerInsurance agency partner organization working with The Annuity Expert for agent training.
• SymmetryminorGTM or Marketing PartnerInsurance industry partner whose agents receive annuity sales training from The Annuity Expert.
• SMAminorGTM or Marketing PartnerInsurance marketing organization partner accessing The Annuity Expert training curriculum.
• 360 FGminorGTM or Marketing PartnerFinancial services agency partnership providing annuity sales training through The Annuity Expert platform.

Scale indicators4 records

Recent moves5 records

Broad incumbents

• LIMRA: Industry research and training organization serving the insurance and financial services industry with professional development programs, certifications, and agent training resources. Comparable as a broader incumbent offering structured training to insurance professionals at scale.
• The American College of Financial Services: Accredited financial services education institution offering designations, certifications, and professional training for insurance and financial advisors. Comparable as an established incumbent delivering professional development training to the same insurance professional audience.
• NAIFA (National Association of Insurance and Financial Advisors): Industry association providing professional development, education, and continuing education resources to insurance and financial advisors. Comparable as a broader incumbent with established training infrastructure for the same target audience of insurance agents.
• Global Atlantic Financial Group: Annuity and life insurance carrier with agent-focused training, product suitability frameworks, and distribution support for fixed and indexed annuities. Comparable as an incumbent competitor for the agent's training time and product selection.
• Corebridge Financial (formerly AIG Life & Retirement): Major annuity and life insurance issuer with large-scale agent training, product education, and field support programs. Comparable as a broad incumbent providing structured training and support to agents selling annuity products.
• American Equity Investment Life Insurance: Leading issuer of fixed indexed annuities that provides agent training, marketing support, and product education to its distribution network. Comparable as an incumbent that both trains agents and sells annuities, competing for the same agent's attention.
• Kaplan Financial Education: Large-scale financial services and insurance licensing/pre-licensing training provider with online courses for insurance producers. Comparable as a scaled training incumbent serving insurance professionals pursuing product and licensing credentials.

Direct peers

• WealthVest Financial: Insurance marketing organization specializing in fixed and fixed indexed annuities, providing training, product support, and field resources to independent agents. Closely comparable niche: focused on annuity education and agent enablement.
• Advisors Excel: Insurance Field Marketing Organization (FMO) that provides training, marketing systems, and product access to insurance agents across life, annuity, and Medicare lines. Directly comparable to The Annuity Expert as a training-led platform targeting insurance agents seeking to expand into annuity production.

Others

• Insurance Journal: Leading insurance industry trade publication providing news, continuing education, and training content to insurance professionals. Comparable as an adjacent industry information/training ecosystem player reaching the same insurance professional audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Annuity Expert