With more than forty years of experience, Stewart has established a distinguished record of managing and expanding capital assets for high‑net‑worth families across Europe and North America. Recognized for his mastery in large‑scale real estate development, comprehensive wealth management, and private asset growth, he consistently delivers long‑term value through strategic insight, disciplined execution, and a steady leadership approach. His career reflects a rare combination of global perspective, technical expertise, and unwavering commitment to protecting and growing client wealth.
Jim serves as Chief Sales Officer of The Annuity Link, bringing more than 25 years of experience in insurance, retirement planning, annuities, and securities. Having worked as an individual producer, agency owner, and carrier representative, he offers a well‑rounded, strategic perspective on wealth protection and long‑term planning. Jim leads with integrity and a deep commitment to sustainable financial growth, helping families safeguard their future while equipping agents with the clarity, tools, and support they need to serve with excellence.
Trey serves as Director of Marketing at The Annuity Link, bringing a strong foundation in brand strategy, client communication, and financial services. His background as a licensed insurance professional gives him a well‑rounded understanding of client needs—ensuring every touchpoint reflects the professionalism, clarity, and trust that define The Annuity Link experience. Trey’s strategic approach strengthens the firm’s message, supports agent success, and helps families feel informed and confident at every stage of their planning journey.
Brooke serves as Director of Administration, bringing a strong foundation in operations, communication, and client experience to the Annuity Link team. Her commitment to organization, process excellence, and team development ensures every client relationship is handled with professionalism, clarity, and meticulous attention to detail. Brooke’s steady leadership strengthens internal workflows and supports a seamless experience for both clients and agents.
The Benefit Link, a Licensed Insurance Agency with its physical office in Texas, doing business as The Annuity Link and The Long Term Link, employs insurance agents (producers), and through such agents, can provide these services to clients in most states of the USA. By clicking on any form, you authorize The Benefit Link to call you and send pre-recorded messages, text messages, emails, and in-app Facebook messages to you about The Benefit Link’s products and services at the telephone number and/or email address you have on file with Facebook, or any other telephone number, email address or contact information that you provide to The Benefit Link, including your mobile phone, landline or other phone, if provided, using an automated dialer or email system, even if you are on the national or state “Do Not Call” list. The Benefit Link works with 3rd party technology providers, including session replay technology, and by clicking on any form, you are giving express prior consent for your data to be shared with the 3rd party technology providers. You understand that your consent is not a requirement to purchase products and services from The Benefit Link. Message and data rates may apply, and you can opt out anytime.
