Company Information

Get to know The Life and Annuity Shop LLC

The Life and Annuity Shop is a full-service, independent insurance and financial services firm founded by Tim Melia and Ryan P. Smith. The company focuses on educating clients about their financial options and creating customized strategies to help them achieve their retirement and legacy planning goals. By operating independently, they are not tied to any single insurance carrier, allowing them to offer a wide range of products and solutions tailored to individual client needs, with a mission centered on building long-term, trusted relationships.

Industry

Financial InsurancePRIMARY
Financial Other Service

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The Life and Annuity Shop LLC

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.