Beacon Annuity Solution is
committed to providing the most comprehensive and accurate data and the best customer service in the annuity industry. Our reputation is built on our most valuable resource; our staff. With over 100 years of combined experience in the fixed, indexed, and variable annuity industry, our staff takes great pride in providing you with outstanding annuity data and the most responsive customer service available.
Company Leaders
Jeremy Alexander
CEO
Joshua Alexander
CTO
Gary E. Phifer III
Director of Strategic
Stephanie Brandt
Director of Research
Monika Hunsinger
Data Analyst
Team Member Biographies
Jeremy founded Beacon Research in 1997 after a successful 10-year career as a financial planner. He was a top producer during that time, and won several major insurance sales awards including Court of the Table and Million Dollar Round Table. During that time, he also served as COO of Alexander Associates, a financial planning firm. Mr. Alexander is often quoted in publications such as The Wall Street Journal, The Boston Globe, National Underwriting, Investment News and InsuranceNewsNet. He is a featured speaker on the subject of retirement planning and annuities.
Joshua is responsible for Beacon’s technology strategy and technology related sales. He founded Beacon in 1997 and designed and developed our first database. A year later he completed development of Beacon’s on demand publications. Soon after, he migrated our print publications to the internet. Mr. Alexander is responsible for the development of the industry’s leading annuity research and sales platform. He received a BA from Roger Williams University.
Gary joined the Beacon family in 2018 to lead the Strategic Initiatives and Marketing efforts of firm. His extensive annuity and life industry experience has allowed him to develop a unique perspective that has aided in the development of new products, sales and compliance tools, as well the development of award-winning marketing material. Prior to joining Beacon, Gary held various leadership roles at Protective Life, Prudential, and AXA.
Since joining Beacon in 1997, Stephanie has spearheaded the company’s fixed and indexed annuity data collection activities, serving as the key contact in developing relationships with insurance companies as well as collecting and maintaining data. Previously, Stephanie managed brokerage operations for Alexander Associates, a financial planning firm. She earned a BS from Northwestern University.
Monika has been with Beacon since 2012. She is responsible for all Fixed and Indexed Annuity rate changes as well as keeping up with state availability and any other product changes. Monika is the primary contact for the Annuity Premium Study and is responsible for the collection and processing of data. She has a BA from Ohio University.