Steven Effron

A leading provider of annuities backed by financially stable insurance companies, Steven Effron offers his clients years of experience and a keen understanding of the fluctuations of the market. Currently the Executive Vice President and co-founder of The Fimark Group, Inc., based in Boca Raton, Florida, Steven Effron focuses on delivering fixed and indexed annuities to clients to meet his firm’s mission of providing wholesaling capabilities for insurance companies.

The fixed annuities recommended by Steven Effron and his colleagues at Fimark represent investment vehicles that are similar to bonds, in that the client purchases them at one time in return for fixed, regular repayments over the lifetime of the financial instrument. Indexed annuities distributed by Steven Effron entail the same basic structure, except that rather than returning only fixed payments, the revenue stream remains dictated by market fluctuations affecting the original source of the annuity.

When he co-founded The Fimark Group, Steven Effron recognized that these products would gain attention from investors because of the low risk associated with these types of financial instruments. Having watched the market cycles of the last few years, Steven Effron realized that many clients needed advice about how to buy sound investments that offered a strong degree of safety.

A graduate of Suffolk University in Boston, Massachusetts, Steven Effron holds a Bachelor of Science in Business Administration. Following his graduation from Suffolk University, Steven Effron accepted a position at PLANCO, which at the time enjoyed a reputation as one of the nation’s most respected third-party distributors of annuity products.