Advantage Compendium Ltd.
is led by Jack Marrion, providing research and consulting services to insurance companies and financial firms in a variety of annuity areas. In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market, and created the quarterly Advantage Index Product Sales & Market Report in 1997 that was the first comprehensive report of index annuity sales, products and trends. 

He co-founded the Annuity Regulatory Compendium that was received by every state securities and insurance department in the nation. Regulators frequently quote from his research; he is frequently referenced or sourced in SEC rule filings relating to annuities, as well as working as an expert witness. He has conducted a broad scope of research ranging from the behavioral economic reasons why consumers buy or don't buy financial products to producer and marketing company future industry impact models.

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. He is a frequent speaker at industry functions and a columnist for Senior Market Advisor, as well as a regular contributor to National Underwriter. Best’s Review said he was likely to affect the course of the industry.

Prior to forming Advantage Compendium, Jack Marrion was president and owner of a 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 an MBA from the University of Missouri and his doctoral studies at Webster University in the area of cognitive bias in decision-making form a new paradigm in the marketing and development of retirement income products. Neither Jack Marrion nor Advantage Compendium sell or endorse any financial product.

Books Written                          A Nontraditional Guide To Small Business Solutions (1994)

                                                SEP’s, SAR-SEP’s & 401(k)’s (1996)

                                                Index Annuities - Power & Protection (2002)

                                                Safe Money Places (2005)

                                                Change Buyer Behavior & Sell More Annuities (2009)

                                                Index Annuities: A Suitable Approach (September 2010)

Member                                    
Society for Judgment and Decision Making  
The Institute for Operations Research and the Management Sciences