Bryan McInerney

Observer
DISC Type : ic

Founder at Intelligent Annuity Solutions

Hudson, Ohio, United States

Overview

Bryan is the Founder of Intelligent Annuity Solutions, a firm in Hudson, Ohio focused on educating clients about annuities. Leveraging a finance degree from The Ohio State University and two decades of industry experience, he aims to simplify complex retirement and legacy planning for his clients.

Outside of work, Bryan is a family man who enjoys traveling with his wife and four children. He is an avid golfer who has played on three continents, enjoys fly fishing, and is a passionate fan of the Ohio State Buckeyes and his favorite professional teams from Cleveland and Kansas City.

He actively supports charitable causes, such as promoting donations for the Make-A-Wish foundation through a partnership with ESPN Cleveland.

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Annuity Education
His company's mission is to enhance annuity ownership through education, helping clients understand how they work, their costs, and their strategic use for financial goals.
Retirement Savings
He frequently posts about the importance of planning for required withdrawals from IRAs and 401ks to help clients and their spouses manage their retirement income.
Charitable Giving
He is a vocal supporter of the Make-A-Wish foundation, using his platform to encourage donations and share events from partners like ESPN Cleveland.

Media Appearances

About Us - Intelligent Annuity Solutions, LLC. Featured in CheckAnnuity.com

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Work History

1-2025
Founder at Intelligent Annuity Solutions
4-2019 - 1-2025
Senior Regional Vice President at New York Life Insurance Company
1-2017 - 3-2019
Regional Sales Director at Great-West Financial

Education

1990 - 1995
Bachelor's degree from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Hudson, Ohio, United States Job Level : Leadership Designation : Founder at Intelligent Annuity Solutions
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Bryan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • They like to analyze well and then make their decisions.
  • Can Bryan take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Bryan

Personality Compatibility


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