The Achievement Group: Company Research Report
Company Overview
Name
The Achievement Group
Mission
Improving life in so many ways by offering personalized support, product selection, and customer care to maximize your return on effort ‘ROE’.
Founded
- Year: No specific founding year mentioned. However, Brad Tison formed The Achievement Group in 1994.
Founders
- Founder: Brad Tison, CLU, ChFC, CFP®
Key People in the Company
- Brad Tison: President and Founder
- Patti Riley: Director of New Business
- Brett Mahan: Vice President of Operations
- John Reich: Director of Life and Hybrid Sales
- Jennie Creighton: Director of Sales and Marketing
- Kurt Thompson: Senior VP Sales and Marketing
- Cassidy Stubbe: Administrative Marketing Associate
Headquarters
24515 Fleur Drive, Suite 200 Des Moines, Iowa 50321
Number of Employees
No information is available.
Revenue of the Company
No information is available.
What is the Company Known For?
The Achievement Group is known for personalized support, product selection, and customer care in the insurance industry, focusing on annuities and life, and health insurance sectors. It builds strong relationships with agencies to enhance their value and increase revenue.
Products
What Products Do They Offer?
- Annuities: They offer a variety of annuities with different terms and rates.
High-Level Description of the Products
- Multi-Year Guaranteed Annuities (MYGAs): These are annuities that guarantee a fixed interest rate for a specified period.
Key Features of Each of the Products
1. Oceanview Life and Annuity
- Harbourview 2, 4, 6, 10: Offers fixed interest rates ranging from 5.10% to 5.65% with periods of 2, 4, 6, and 10 years.
2. Aspida
- Synergy Choice 2, 3: Provides fixed rates of 5.10% for 2 years and 5.25% for 3 years.
3. American Life
- American Classic 5 (No Liquidity): Features a 5-year period with a rate of 5.53%.
4. Nassau Life and Annuity Company
- Nassau MYAnnuity 7X 0% Free: Offers a 7-year plan with a 5.55% rate.
5. Americo
- Platinum Assure 7: Provides a 5.55% return over 7 years.
6. EquiTrust Life Insurance Company
- Certainty Select 8: An 8-year product with a 5.35% rate.
7. Royal Neighbors of America
- MYGA 9 Year CA: Provides a fixed rate of 5.35% over 9 years.
8. Atlantic Coast Life
- Safe Haven 20: Offers a lower 4.15% rate over a 20-year period.
Recent Developments
What Are the Recent Developments in the Company?
- The Achievement Group has joined forces with AmeriLife, signaling potential growth and expansion in senior health and upcoming carrier annuity exclusives.
What Are the New Products Launched?
No specific new product launches were mentioned.
What Are the New Features Added to Existing Products?
No information is available on new features added to existing products.
Any New Partnerships?
- Partnership with AmeriLife to focus on Senior Health, RIA, and upcoming Carrier Annuity Exclusives.
This detailed company research report offers insights into The Achievement Group’s operations, products, and recent strategic developments, providing valuable information for stakeholders and potential clients.
