Your Trusted Insurance Partner
Committed to safeguarding your financial future.
Discover Our Journey and Milestones
Our story is built on a foundation of trust and commitment to your financial well-being. We began with a vision to provide exceptional life insurance and annuity solutions, ensuring that families can enjoy financial security and peace of mind. With decades of experience in the financial services industry, we strive to apply our knowledge and experience, build lasting relationships, and provide resources that help individuals and families plan for a secure future.
Your Partner in Security
Our Commitment to Your Financial Well-being
At Arizona Life & Annuities, we believe that everyone deserves financial peace of mind. Our mission is to provide tailored solutions that safeguard your future and that of your loved ones. We focus on delivering life insurance and annuities crafted to ensure stability and security in your financial journey. Our experienced team is dedicated to guiding you through the selection process, making the complex simple and accessible. We understand that planning for the future can be overwhelming, which is why we prioritize clear communication and personal support every step of the way.
Our values center around ethical conduct, safety, reliability and risk reduction, helping you make informed decisions that align with your goals. Whether you’re preparing for retirement or seeking to protect your family’s financial future, we are here to equip you with the knowledge and tools you need. Trust us to be your partner in navigating these important choices, ensuring you have the resources to live comfortably now and in the years to come.
Meet Our Team
John Thierfelder, CFA
Founder
Born and raised in the NYC area, John has two decades of experience in Corporate Finance, Leveraged Finance, and High Yield Bond Analysis and Management. He was employed by top tier global financial institutions, including Deutsche Asset Management, Bank of America and Mizuho Financial Group. He earned his CFA Charter in 2004 after passing each of the three exams on the first try.
A 9/11 survivor, John left the hustle and bustle of the NY finance industry in 2007 seeking a better quality of life. He purchased a transportation business in the Vail, CO area and was highly successful. There, he learned the true meaning of customer service, providing award winning group transportation services to high end corporate groups, destination weddings and luxury travelers. Structural changes in the transportation business brought about by the advent of ride sharing led to continuous declines in profit margins and John ultimately had to make the difficult decision to exit the business.
Having experienced enough snow for a lifetime during his time in Vail, he settled in Prescott, AZ. Here, he founded Arizona Life & Annuities with the desire to combine his extensive background in finance and investment management with his customer service expertise, seeking to apply it to helping individuals and families secure their financial futures. Having experienced multiple market ups and downs over close to four decades, John is particularly qualified to help those who are 50+ reduce the risk in their retirement savings in order to provide for a secure retirement.
Your Partner in Trust
Our Commitment to Ethical Conduct & Practices
As a CFA Charter Holder, our founder John Thierfelder is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct. This code goes far beyond the requirements of ethical activity and conduct set forth by the National Association of Insurance Commissioners and adopted by most State Insurance Commissions. This code has been applied to all members of the Arizona Life & Annuities team.
The code can be particularly important when reviewing projected illustrated results for annuities or life insurance policies with non-guaranteed returns. While many agents may only illustrate results with impressive outcomes that often never come to fruition, the CFA Code of Ethics requires us to also illustrate downside results. This enables a client to compare potential returns and make an educated decision as to whether or not the upside of purchasing the product is worth the risk of the potential downside. Thus, clients can rest assured that there will be no surprises years from now if markets were to deteriorate.
For more information on the CFA Institutes Code of Ethics and Standards of Professional Conduct, please visit their website here or view the Code here.
Ready to secure your future?
Your financial security is too important to leave to chance. We are here to guide you through our life insurance and annuity options, ensuring your loved ones are taken care of and your retirement plans are on track. Reach out today for personalized assistance and detailed information.