CorpAnnuity

About

Services for the Corporate Annuity Industry


CorpAnnuity is a fee based service provider to companies interested in the Corporate Annuity marketplace, specializing in strategy and marketing services to financial services firms in the U.S. CorpAnnuity partners with “best of breed” firms to provide actuarial, systems, and other services.


CorpAnnuity has deep roots in the executive benefits and annuity industries. CorpAnnuity’s team includes top marketing, sales, systems, and actuarial talent. We understand corporate markets and are highly experienced interfacing with carriers, high-end producers, and corporate suites.


Our services are provided on a confidential basis with members of our team incorporated into the client’s existing team, as desired. Our services include the “soup to nuts” quantitative and qualitative resources as well as proprietary analytical tools to make complicated issues clearer and simpler.



Steve Richards - Founder


CorpAnnuity.com is managed and hosted by Steve Richards pioneer in the field of Corporate and Executive annuities. As co-founder of AFS (American Financial Systems of Weston, MA; afs-link.com), makers of the leading illustration and administration systems for COLI plans internationally, Richards has more than 25 years experience in the annuity, non-q benefits, life insurance, software, and consulting industries.


Richards earned his Bachelor’s of Business Administration from the University of Miami (FL) in 1983, his CLU and ChFC from the American College in 1985, and his MBA from Babson College in 1990. He has lectured extensively during his career and has spoken at numerous insurance and actuarial events.



CorpAnnuity is an affiliate of IST (est. 1999 as InsuranceSoftwareTest.com, Inc. in FL).