Cross Sell Annuities to Your Book of Business
“My clients really appreciated me helping them protect their money for retirement.”
Stacey JacksonLife Insurance Agent
See How
AS SEEN ON:
We take your business to the next level
You: Have an annuity opportunity
We: Close the sale
“Ryan and his team are absolute beasts and will take care of you and your clients.”
Phil MartinezAgent - St. Louis, MO
1249
Clients protected so far
38
Million secured in 2022
98
Close ratio on movable money
Calculate How Much Money You’re Leaving on the Table:
Meet your annuity expert,
Ryan Cicchelli
Throughout his impressive 15 year career in the financial industry, Ryan has amassed a wealth of experience in helping individuals not only prepare for retirement but thrive during this crucial phase. His approach centers on the utilization of secure investment options and a steadfast commitment to delivering exceptional customer service.
Hailing from Michigan, Ryan has provided valuable insights to numerous agencies regarding retirement finance, insurance products, and enhancing customer service. His mentorship has empowered these burgeoning agencies to flourish and thrive as successful enterprises.
Ryan’s expertise has taken him across the country, where he has conducted training presentations and engaged in speaking engagements focused on ethical annuity sales practices.
Recognized as a top agent by multiple companies and carriers, Ryan has also directly mentored hundreds of agents, aiming to instill strong values and ethics in the upcoming generation. He has collaborated closely with various field market organizations, working to enhance sales practices and annuity production. Personally involved in 1000s of case designs, Ryan’s unwavering dedication lies in providing peace of mind to thousands of retirees and their families through his expanding knowledge of the financial industry.
Committed to helping individuals truly enjoy their golden years, Ryan Cicchelli continually strives to assist people in achieving a truly golden retirement experience.
The Team
Meet our exceptional team, based in Cadillac, Michigan.
Evan makes sure things run smoothly and all moving parts are accounted for - annuities have a lot of them.
Following his father's 40 year insurance career, Evan has helped more than 1,000 clients secure their assets. Whether it be funding transfers, compliance, or client follow-up, Evan makes sure that the deal gets closed.
Jordan makes sure that you get paid.
As Financial Officer, Jordan handles all human resource and accounting - in addition to being a husband and father to 5 remarkable children.
Joe makes sure we look good.
Growing up, Joe always had a fascination for movies and the ability to convey a story that would leave a memorable impact on viewers. Joe grew up in a small town in Michigan and always had a dream to capture compelling stories on video and travel while doing so. Joe began gaining traction by filming weddings for couples in Northern Michigan. He fell in love with the idea of creating memorable wedding films for couples to enjoy for years. Since working with Ryan and the team, he's had the opportunity to travel across the country capturing a variety of content.
Jacey embarked on her life insurance and Annuities career three years ago when Ryan extended her a remarkable opportunity. Returning to her beloved home state of Michigan from Tennessee, she eagerly embraced the chance. As the Head of Client Relations, Jacey dedicates her efforts to forging new client connections while ensuring the satisfaction of our existing clientele.
With an impressive 15-year background in customer service, Jacey honed her skills predominantly during her tenure in Tennessee. There, she successfully balanced the demands of her professional life while raising two exceptional children. Currently, one of her children is pursuing graduate studies, while the other is enrolled in college.
Trusted by agents across the industry
