George F. Shave III is a principal and founder of SFG Annuity Advisors, a firm founded in 1997 to help consumers and advisors navigate the complex world of annuities.
George has been specializing in the mature market place since 1987. George’s 30-year tenure in the financial services industry began in 1987, when he received his degree in financial services from Monmouth University.
In 2004, his commitment to the mature marketplace lead him to help the California Department of Insurance build the nation’s first mandatory annuity training platform, a requirement that would ensure that advisors were providing competent annuity counsel to Californians. His course was the first credentialed program capable of fulfilling California’s 8-hour annuity-training mandate. George also helped the state build its 4-hour annuity-training platform. Today, almost all 50 states have adopted similar training requirements.
George’s technical background and deep understanding of annuities and other mature market topics, such as planning for long-term care, have been featured in industry trade publications, including Senior Market Advisor and Life Insurance Selling.
In 2015, George received his retirement income certified professional (RICP) designation, which covers the many aspects of building a solid retirement income plan, from The American College.