About us

For the last 17 years, Mr. Dougharty has been trained by the best insurance specialist in the industry. He has studied and become fluent in traditional, index-linked, multiyear guaranteed and immediate annuities. Julian has provided research and consulting services to thousands of independent financial professionals, insurance companies, and financial firms in a variety of annuity and life arenas. Julian's insights on annuity and the retirement income world have helped him wholesale over one billion dollars of index linked annuities for the largest insurance companies in the world.

He has been asked by life insurance companies to address their annual meetings and teach financial professionals the realities of index annuities. He is a frequent speaker at industry functions and was a major advocate to help overturn the Rule 151 A (rule tried to securities fixed annuities). Prior to forming insurance agency, Mr. Dougharty was the number one producer for a national insurance wholesaling firm for 10 years straight.