Annuity Source Overview

  • Founded
  • 1991
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Annuity Source General Information


Operator of a retirement and life insurance marketing agency. The company a variety of services including retirement planning, life insurance, income planning and other productive financial services in order to deliver long-term value and service to its agents and clients.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Life and Health Insurance
Parent Company
Primary Office
  • 11400 South East 8th Street
  • Suite 430
  • Bellevue, WA 98004
  • United States
+1 (800) 000-0000
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Annuity Source Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Annuity Source Executive Team (4)

Name Title Board Seat Contact Info
Margo Thompson Principal
Shannon Compton Principal, East
Heather Hutchinson Chief Marketing Officer
Courtney Juhl National Sales Vice President
To view Annuity Source’s complete executive team members history, request access »