Get to Know More About Us

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. Kim’s experience includes executive positions in product development, marketing and sales. While leading NAFA she was a guiding force to defeat 151A and served on the Suitability Model Working Group as a main architect of the final Model, the Market Conduct Audit working group and was the lead writer of the NAIC Annuity Buyer’s Guide. She is passionate about guaranteed insurance gaps in financial plans and the independent advisory network that delivers qualified recommendation for guaranteed insurance solutions.

In July 1992, Kim was the first woman in Wisconsin to pass the CFP exam established in 1991 by the CFP Board as a single comprehensive examination modeled after the licensing examinations given to attorneys or Certified Public Accountants (CPAs). In 1993, Kim served Governor Tommy Thomson in the search for a Commissioner of Insurance and consultant to the Department until a permanent replacement could be found.

Kim O’Brien received her BA from Ripon College, her MFA from the University of Northern Colorado, and an MBA with a double emphasis in Economics and English from Edgewood College, Madison, Wisconsin.

Signup TODAY!

When you Login as a advisor you will receive an email immediately with instructions to access the AssessBEST software. You will gain access to all of the AssessBEST Advisor toolkits.

Sign Up!