"I created Aston Penney to help you protect your blindside."
- Shannon Wilson, Founder & CEO
A clear point of view
Annuity decisions should never be a judgment call
Most of our clients come to us seeking better answers.
Either they've been pitched an annuity and information feels off or incomplete. Or they already have annuities, but don't really understand them.
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After a conversation with us, we often hear from both clients and advisors:
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— "No one has ever taken the time to explain that."
— "I wish I would have known this before."
— "You explain things so clearly, the path for us is a no brainer."
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While this sounds self-promoting, it's actually signaling a bigger problem...
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Quality annuity advice is too hard to find and I'm on a mission to change that.
Shannon Wilson, Founder
You have less than a 3% chance that the person you're talking to understands annuities the way you need them to
That's not my statistic. It's the industry:
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—30% of advisors quit within 90 days
—90% within one year
—95% exit by year five
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Those that make it typically ​sell many different products. Advice almost always lacks nuance awareness. The few who do specialize may not be doing it at a high level. ​
​We are often told from internals at insurance companies that they rarely see planning as detailed as what we do at Aston Penney.
As nice as that is for us to hear, it's another signal.
Industry standard isn't good enough. Too many people are leaving money on the table. This needs to change.
You have our full attention because to me, anything less is disrespectful
I have very strong views on service and how people should be treated in general. "Good enough" shouldn't ever be good enough. We are always looking for ways to improve because it matters.
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Annuities are detailed. The biggest wins are often found in the nuance and the small tweaks. This is the space we live in at Aston Penney.
Every day we're refining our use of these financial tools. And because of it, we have found solutions most of the industry aren't aware of. Our clients are enjoying better results. We're making a difference and this is why we exist.
Imagine a world where annuities are applied thoughtfully, responsibly and correctly every time.
A bit more context
My journey is not typical. I give all credit to the work ethic I learned by watching my parents:
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—Became part of the top 1% of the industry within two months of being licensed
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—Traveled the country training thousands of agents
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—Presented to 10,000+ audiences
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—Have become the go-to for complex annuity cases; when others say it can't be done, I find a way
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—Born and raised on the soccer fields of SoCal, now loving desert life in Scottsdale
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—Arizona State graduate (go Sun Devils)
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—Traded the corporate ladder to build a dream
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—Am the lucky girl who gets to love and care for a beautiful, kind horse and the happiest rescue dog you'll ever meet
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Georgie, Shannon & Galante