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Kim O'Brien Founder

Kim O’Brien is the Vice Chairman and CEO of Americans for Annuity Protection and the Founder of AssessBEST. She has 35 years of experience in the insurance industry, beginning in 1981 as office manager for an insurance agency. Most recently Kim served NAFA, The National Association for Fixed Annuities, for almost 12 years and led the organization to defeat 151A. In 2002 Kim developed and ran her own marketing organization and received the 2002 Entrepreneur Award from Sun Life. In between, Kim worked as a marketing executive for major insurance companies and was responsible for their annuity and term life insurance product line development, marketing, and training processes.

Services We Provide

AssessBEST identifies critical saving, income and asset protection objective(s), time horizons, risk tolerance, financial experience and aligns those interests with an insurance solution.

"AssessBEST, Inc. developed the AssessBEST system under vigorous testing and thorough consultation with fiduciary and suitability experts and resources. "

  • Consumer Initial Assessment Report
  • Advisor Recommendation Report
  • Client Assessment & Recommendation Report