WHO WE ARE
Advantage Compendium Ltd. is led by Dr. Jack Marrion, providing research and consulting services to insurance companies and financial firms in a variety of annuity areas. He also serves as a Research Fellow at Webster University.
In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market. In 1997 he created the quarterly Advantage Index Product Sales & Market Report in 1997 that was the first comprehensive report of index annuity sales, products and trends as well as the Index Compendium newspaper that is in it's 20th year of publication.
Regulators frequently quote from his research; he is frequently referenced or sourced in SEC rule filings relating to annuities, as well as working as a court certified expert witness on annuities. His insights on the annuity and retirement income world have appeared in hundreds of publications. In 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. And returned in the fall of 2015 to talk about the role of volatility controlled indices in the index annuity space.
Prior to forming Advantage Compendium Dr. Marrion was president and owner of an NASD broker/dealer with offices in nine states, and formerly vice president of a life insurance company and previously vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa, an MBA from the University of Missouri and his doctorate from Webster University in the area of cognitive bias in decision-making formed a new paradigm in the marketing and development of annuity products. Neither Jack Marrion nor Advantage Compendium sell or endorse any financial product.
Society for Judgment and Decision Making