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Company History

With over 55 years' combined experience in the field of marketing annuities, President and Founder Mike Sause and VP of Marketing Keith Cook simply "know how things work."

As industry leaders, they've proven their expertise by teaching insurance regulatory continuing education on Index Annuities, while working with Jack Marion to create even more proprietary and comprehensive classes.

Their experience also includes working with a variety of distribution channels, national and regional wirehouses, independent broker dealers, regional money center banks, community banks, as well as independent producers and financial planners.

In today's ever-changing regulatory environment, you'll find the expertise from our management leaders and support staff to be invaluable.