SMASource.com is a website owned by Annuity Straight Talk LLC.  Annuity Straight Talk LLC is Bryan Anderson and Nathaniel M. Pulsifer, who have been intimately involved in bringing secondary market annuities to investors and agents for many years.

Through a series of websites, they market annuities nationwide to retail investors and hold insurance licenses in nearly all states.

This website is a resource for the advisor working with us, to bring a high level of understanding of the asset class, and give advisors the tools and information they need to offer SMA’s to their clients with confidence.

Although it is a small market in the larger financial landscape, SMA’s deserve a place in more main stream planning scenarios as they offer significant benefits to advisors and their clients.  Savvy advisors are picking SMA’s in lieu of other period certain assets as the yield, credit quality, and total return all make for a superior offering for their clients.

We’re here to help you get on board too.

 Bryan Anderson

Bryan Anderson

Principal, Annuity Straight Talk LLC

Bryan is a career finance professional with 10 years experience in fixed income and guaranteed outcome planning. His quick mind and sharp wit helps clients and advisors grasp complex topics easily, and he enjoys devising optimal retirement income strategies.

Bryan built Annuity Straight Talk (AST) with Nathaniel Pulsifer. As an early participant in the SMA industry, Anderson has arranged countless portfolios totaling millions of dollars or annual income, using these innovative products.

Previosuly, Bryan worked with Park Avenue Securities and Northern Rockies Financial Group in Missoula, where he specialized in annuities and retirement planning.

An avid hunter, Bryan is a native of Montana and gets into the mountains as often as possible on his mules, Dixie and Jitterbug.

Nathaniel M. Pulsifer

Nathaniel M. Pulsifer

Principal, Annuity Straight Talk LLC

Nathaniel and Bryan Anderson built Annuity Straight Talk (AST) as a resource for retail investors to learn about annuities. They market many types of annuities nationwide, but over the years in the SMA industry, they have found that Secondary Market Annuities offer the highest combination of safety profitability and have applied SMAs in most of their client portfolios

By bringing SMA’s to a wider range of advisors, they continue to bring awareness and best practices to the industry.

Nathaniel’s career in finance started in real estate development, where he conceived, capitalized, and executed land development, condo conversion, and apartment projects around the US. He lives in Whitefish, Montana with his wife and two daughters and when not working, is actively hunting, fishing and enjoying Montana.