Our experienced staff is here to help. We specialize in the following areas:
At 1st American, we believe that retirement accounts should be accessible to everyone. We will help you understand what options are open to your clients and feel confident in what you are offering them.
Every day, our brokerage team is scouting the industry for the best annuity rates and products. We strive to make sure you have the greatest products available to offer your clients, as well as top compensation for your effort.
James knows what it takes to sustain success. His journey began as a Plane Captain on the flight line at Marine Corps Air Station Miramar. In '97, he jumped into the annuity industry and gained experience in production, management, and product development. This unique background gives him an understanding of what works best for producers as well as the brokerage.
After serving in the Marine Corps as an Infantry Officer, David entered the industry in 1997. He hit the ground running as a perpetual trip qualifier specializing in 403(b) flex and IRA rollovers. Now he concentrates on making sure you have the right tools at your disposal to help your client enjoy a confident retirement, and be paid well to do so.
Daniel gained five years of experience in the New Business Dept. at one of the country's top Annuity/Life carriers before hopping at the chance to work directly with agents. He's here to help you reach your goals. Got a rate or product question? Daniel is your resource for all things annuity. He'll work with you to make sure you get the services you need to be successful with your clients.
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