LOGO Your Growth Partner 05

Margo Thompson


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Principal & CEO

Margo began her career in the insurance industry in 1987. After four years as a company marketing representative, she started The Annuity Source, Inc.  with a mission to offer the best products with exceptional service to financial professionals. Margo has served on multiple advisory boards during her insurance career and has represented over 50 insurance carriers. She is a graduate of the University of Washington. Margo enjoys skiing, biking, reading and cheering on her kids from the  sidelines. She resides in Bellevue, WA with her husband Tom and their two children, Mariah and David.



The Annuity Source, Inc.

11400 SE 8th Street, Suite 430 | Bellevue, WA 98004

3181 Linwood Avenue Suite 20 | Cincinnati, Ohio 45208