Jennifer Schell, CAS®
Certified Annuity Specialist®
Areas of Expertise: Annuities | Long-Term Care
[email protected](407) 504-7829
Career Highlights
BA, English
University of Central Florida
2016 – 2019
Certified Annuity Specialist®
Institute of Business & Finance
2023
Platinum Winner
DotCOMM Awards
2023
Contributor
Finseca Focus Magazine
2023
About Jennifer
Jennifer Schell is an award-winning professional writer focused on demystifying annuities and other financial topics including banking, financial advising and insurance. Her expertise has been featured in prominent publications including Yahoo! News and CNET, and in 2023, Jennifer’s Guide to Financial Literacy for First-Generation Americans and Immigrants was recognized with a Platinum Award from the DotCOMM awards. Jennifer is proud to be a member of both the National Association for Fixed Annuities (NAFA) and the National Association of Insurance and Financial Advisors (NAIFA).
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Endorsements from Financial Professionals
Jenn’s writing on the topics of retirement, annuities and financial planning is both engaging and thorough. Each time I have worked with Jenn she has made an effort to not only understand complex topics but find the best ways to convey that knowledge to her readers, which is no easy feat with products as varied and nuanced as annuities.
Stephen Kates
Certified Financial PlannerTM professional
Jennifer Schell is very knowledgeable and helpful when learning about annuities and long-term care options, especially for women. I’ve enjoyed being able to work with her when it comes to these topics!
John Stevenson
Owner and Advisor at Stevenson Retirement Solutions
Jenn is a true professional who ensures the concepts of overall financial planning are conveyed in an easy-to-understand fashion. She is extremely bright and knowledgeable.
Rubina K. Hossain
Client Advisor for MEIRA
Jennifer Schell has the uncanny ability to demystify topics such as annuities and long-term care insurance. She carefully researches each topic and presents the information in a straightforward manner. I’ve enjoyed collaborating with her to help individuals feel more confident and prepared for retirement.
Marguerita M. Cheng
CEO of Blue Ocean Global Wealth
Q&A with Jennifer
Annuities are a super diverse range of products that can serve a variety of purposes. They can be an incredibly valuable resource for income in retirement. The contracts can be complex, but don’t let that deter you from learning more about annuities.
If you’re a conservative investor who wants predictable returns and a guaranteed income stream when you retire, an annuity could be a great option. There are many types of annuities, so certain products may be right for some investors but not for others. And if you’re still a few decades away from retirement, an annuity probably isn’t right for you.
Because they tend to live longer than men and are usually caregivers themselves, women are more likely to need long-term care services and less likely to afford them. Women also tend to have less money saved for retirement, and costly long-term care services can quickly deplete those savings. For women, the importance of long-term care insurance coverage should not be overlooked.
Still have questions?
Jennifer’s Recent Work
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Survey: Becoming Debt Free Is Most Common End-of-Year Personal Finance Priority
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National Association for Fixed Annuities Presents Webinar Exploring Fixed Index Annuities
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Annuity.org Expert To Lead Bloomberg Tax Lunch and Learn Presentation
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Annuity.org Delivers Personal Finance Presentations to Cornell’s Kessler Scholars
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Money Smart Week 2022: A Recap
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Annuity.org Launches Podcast: Exploring the Path to Financial Freedom
