Jennifer Schell, CAS®

Certified Annuity Specialist®

Areas of Expertise: Annuities | Long-Term Care

[email protected]
(407) 504-7829‬

Jenn from

Career Highlights

BA, English
University of Central Florida
2016 – 2019

Certified Annuity Specialist®
Institute of Business & Finance

Platinum Winner
DotCOMM Awards

Finseca Focus Magazine

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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Professional Awards and Associations

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Dotcomm Awards Platinum Winner Logo

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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

What should readers know about annuities?

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. 

Who should buy an annuity?

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.

Why is long-term care insurance especially important for women?

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.

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Jennifer’s Recent Work