leadership team

A strong foundation of success and achievement

Joe Boan

Chief Distribution Officer

With 30 years of experience in the financial services industry, Joe brings passion, dedication and an impressive record of expanding sales distribution and revenue growth to his position as Chief Distribution Officer at ARS. Joe previously served as senior managing director at Transamerica where he was responsible for the distribution and marketing of retirement plans, employee benefits, annuities, mutual funds and life insurance solutions. Before that, he was an advisor with Dean Witter and led a bank broker-dealer program in the Mid-Atlantic region. Joe holds a bachelor’s degree in psychology from Washington College and a Master’s in Business Administration from University of Phoenix. He also holds a FINRA Series 7, 24, Life License and CRPC® designation. He currently resides in Monkton, MD., with his wife and kids.

What can we do for you?

Whether you are a representative from a financial institution or a financial professional looking to offer your clients innovative solutions, we look forward to helping you. Contact us today to learn how you can leverage ARS to help build a more secure financial future.

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This website is intended for institutional retirement industry professionals.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.