With over 20 years experience in the financial services industry, having earned my CFP, CLU, CHS and EPC designations and over 12 years experience in web development, design and marketing, we provide advisors with professional in-depth insurance and investment content with the latest digital marketing strategies to help them grow their business. Save time dealing with a financial services industry and tech expert. Did you know? On average we can save an advisor 40 hours’ worth of time just by putting the content together(and this doesn’t include the time for the advisor to go back and forth with a website developer that knows nothing about our industry).

•Responsible for increasing the revenue through recruitment and sales. •Working on various casework with financial advisors by developing presentations, spreadsheets and documents.•Training and supervising staff on insurance concepts focused on comparisons between products, insured annuities, front end and back end leveraged insurance, use of trusts and corporate structures, buy-sell (share redemption/criss-cross/promissory note), key person and split dollar arrangements, charitable giving.•Teaching staff on investment concepts focused on retirement planning, pension maximization, leverage investments. •Building and implementing an annual marketing plan through managing the budget and developing business plan for the branch through professional development days, sales campaigns and seminars. •Being a resource for financial advisors in providing tax, estate planning, complex insurance advice. •Involved in bringing in new clients to Daystar through relationship development and referrals.•Negotiating deals with underwriters on medical and financial justification.

•Meeting with clients to discuss their financial goals and prepared financial plans using various software. •Providing complete analysis of insurance and investment products with explanation on the mechanics of the products.•Received referrals from clients utilizing Granum system to prospect and develop customized marketing material to gain new clients.