Sheryl J. Moore

Work Experience

Moore Market Intelligence President and CEO

2005 – Present Des Moines, Iowa

• Provides consulting services in product development, marketing, competitive intelligence, market research, policy filing support, sales distribution, and training to select financial services companies in the indexed annuity and indexed life markets
• Aided in growing indexed life sales 870% over a 15-year period and indexed annuity sales 173% over the same term; developing products that resulted in excess of $77 billion of annuity premium and $1 billion of life target over the same period
• Works with insurance manufacturers, insurance regulators, and legislators to foster education on annuities and life insurance products
• Nationally-recognized keynote speaker that serves as a thought-leader on annuities and life insurance by authoring books, articles, videos, and serving as a fact-checking resource to more than 50 different media outlets

Wink, Inc. Shareholder and CEO

2005 – Present Des Moines, Iowa

• Leads a market research firm that provides product specifications and rates for fixed and indexed annuities as well as fixed UL, indexed UL, and whole life insurance products via insurance carrier, broker, and agent-based websites, WinkIntel.com
• Publisher of the industry’s most reputable, and longest-running indexed sales survey; the quarterly Wink’s Sales & Market Report
• Nationally-ranked distributor of news media relative to the life insurance and annuity markets

Principal Financial Group Annuity Product Manager

2004 – 2005 Des Moines, Iowa

• Assist with final development of indexed annuity and develop and implement training programs on product for proprietary field force
• Pull competitors’ indexed, fixed, and variable annuity policy filings from state insurance department to analyze product offerings
• Assist indexed, fixed, and variable product development efforts and rate setting on monthly basis
• Analyze and communicate sales and product trends to home office and sales personnel on a monthly basis

AmerUs Group Market Research Analyst

2002 – 2004 Des Moines, Iowa

• Pull competitors’ indexed annuity and indexed life policy filings from state insurance department to analyze product offerings
• Assist indexed annuity and indexed life product development efforts and rate setting on monthly basis
• Develop and implement training programs on indexed annuity and indexed life products for recruiting of new marketing organizations and agencies
• Analyze and communicate sales and product trends to home office and sales personnel on a monthly basis

AmerUs Life Software Development Specialist

2001 – 2002 Des Moines, Iowa

• Develop and maintain life and annuity illustration software
• Develop and maintain agent extranet site; provide troubleshooting and navigation assistance to users
• Lead/facilitate various technical projects such as the conversion of the illustration system and the integration of a single illustration system for the AmerUs Group companies
• Develop and implement indexed life and annuity product training programs for field agents and Home Office personnel

AmerUs Life Telephone Customer Service Trainer

1999 – 2001 Des Moines, Iowa

• Train all new inforce phone representatives on technical and procedural issues
• Develop and maintain training program for telephone representatives
• Lead/facilitate projects that affect inforce customer service representatives
• Act as a resource for all other Home Office personnel

Education

Political Science/Pre-Law Grand View University

2008 – 2010 Des Moines, Iowa

•  Graduated Summa Cum Laude with a BA in Political Science/Pre-Law

Psychology/Sociology Graceland University

1994 – 1996 Lamoni, Iowa

• Pursued BA in Psychology and Sociology

Marketing U. of Northern Iowa

1993 – 1994 Cedar Falls, Iowa

• Pursued BA in Marketing

Accreditations

Life Office Management Association designations earned as follows:

• Associate, Customer Service (2003)
• Associate, Insurance Regulatory Compliance (2004)
• Associate, Insurance Agency Administration (2005)
• Associate, Life Management Institute (2011)

Publications

• Co-author of The Encyclopedia to Indexed Products: Annuity and Life
• Author of the now-retired monthly competitive intelligence newsletter on indexed annuity and life products, “Moore Market Intelligence”
• Published over 500 articles on indexed annuities and indexed life products in the following trade journals and news media outlets:
  • Advisor Magazine
  • Allstate Financial’s The Edge
  • Agent Sales Journal
  • Annuity News
  • Best’s Review
  • BestWire
  • Bloomberg News
  • Broker World
  • Consumer Reports
  • Cyber Insurance News
  • The Des Moines Business Record
  • The Des Moines Register
  • Financial Advisor
  • Forbes
  • Huffington Post
  • Ignites
  • InsuranceBroadcasting
  • Insurance Forums
  • InsuranceNewsNet
  • InsuranceNewsNet Magazine
  • Insurance Selling
  • Investment News
  • Life Annuity Specialist
  • Life Insurance Selling
  • NAILBA Perspectives
  • NAILBA’s The Independent
  • National Underwriter
  • The New York Times
  • Producers Web
  • Senior Market Advisor
  • ThinkAdvisor
  • Wall Street Journal

Awards and Recognition

• High Forensic Skill as an Orator, Buckley School of Public Speaking (2012)
• One of 24 Most Creative People in Insurance, Senior Market Advisor (2014)
• Member, Forbes Finance Council (2018-Present)
• Independent Distribution (ID) 20 Award Recipient, National Association of Independent Life Brokerage Agencies (2019) 

Community Involvement

• Financial Plus Credit Union, Member of the Board (2009 – 2012)
  
• National Association of Fixed Annuities, Education Committee (2011 – 2012)
  
• Society for Annuity Facts and Education, Member of the Board (2012 – 2014)
  
• Society for Annuity Facts and Education, President (2015 – 2017)
  
• Society for Annuity Facts and Education, Chair (2017 – 2019)
• Society for Annuity Facts and Education, Chief Research Officer (2019 – Present)