J.T. Bell Email & Phone Number

Annexus is all about building smarter retirements. We are the leading independent retirement planning product design and distribution company in America. Our solutions provide financial security at a time when people need it most.Prior to joining Annexus J.T. managed and ran Bell & Associates Consulting a full service wholesale insurance brokerage agency specializing in affluent large case placement and advanced tax planning strategies. Bell and Associates was acquired by Ash Brokerage in 2019 and Ash Brokerage was acquired by Integrity Marketing Group in 2022. Collectively these organizations have tremendous experience in life insurance strategies, estate planning, tax planning, retirement income planning, and much more. Integrity Marketing - through its affiliates and subsidiaries - offers a comprehensive array of life insurance products, annuities, and marketing expertise to nearly 400,000 financial advisors across the country.Past experience: estate planning, tax strategies, wealth transfer, premium finance, life insurance, tax free retirement planning, IUL, indexed universal life, advanced case design, section 79 insurance, business succession planning, key man policy, single premium life, life settlements, impaired risk underwriting, BGA, MGA, FMO, IMO

Listed skills include Insurance, Life Insurance, Retirement, Estate Planning, and 8 others.