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Bernie Casey C.I.S, C.A.S. Email & Phone Number

External Wholesaler, Crump Annuities at Crump Life Insurance Services
Location: Farmington, Connecticut, United States 5 work roles 2 schools
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Current company
Crump Life Insurance Services
Role
External Wholesaler, Crump Annuities
Location
Farmington, Connecticut, United States
Company size
669 employees

Who is Bernie Casey C.I.S, C.A.S.? Overview

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Quick answer

Bernie Casey C.I.S, C.A.S. is listed as External Wholesaler, Crump Annuities at Crump Life Insurance Services, a with 669 employees, based in Farmington, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Bernie Casey C.I.S, C.A.S..

Bernie Casey C.I.S, C.A.S. previously worked as Business Development Annuity Wholesaler at Crump Life Insurance Services and Regional Director, Crump Solution Center at Crump Life Insurance Services. Bernie Casey C.I.S, C.A.S. holds Bs, Business Administration from University Of Connecticut.

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Email format at Crump Life Insurance Services

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Crump Life Insurance Services

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Profile bio

About Bernie Casey C.I.S, C.A.S.

Provide advice, education, training and guidance as annuity wholesale specialist to life insurance producers, registered representatives, financial advisors, investment advisor representatives, money management professionals as well as other insurance producers within financial services industry on concepts, marketing strategies and case design utilizing retail fixed annuity products within their client portfolios. Involved in placement of Institutional group annuities for defined benefit plan terminations, 401k, and charitable gift annuities as well as provide an outlet for placement of qualified and non qualified structured settlement annuities. Emphasis on utilizing guaranteed, predictable, safe and secure products and strategies to assist advisors in helping them to achieve their client goals and objectives.

Listed skills include Fixed Annuities, Financial Planning, Long Term Care Insurance, Sales Management, and 12 others.

Current workplace

Bernie Casey C.I.S, C.A.S.'s current company

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Crump Life Insurance Services
Crump Life Insurance Services
External Wholesaler, Crump Annuities
parsippany, new jersey, united states
Website
crump.com
Employees
669
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5 roles

Bernie Casey C.I.S, C.A.S. work experience

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Business Development Annuity Wholesaler

Current
Crump Life Insurance Services

Wallingford, Ct

Business Development of Annuity concepts, strategies and product solutions to new and existing advisors and account relationships within a Brokerage General Agency distribution environment utilizing basic and advanced annuity marketing strategies. Emphasis on guaranteed growth and accumulation products as well as guaranteed income strategies to assist advisors with portfolio diversification for the well being of their clientele within the retirement planning process.

Jan 2017 - Present

Regional Director, Crump Solution Center

Crump Life Insurance Services

Farmington, Ct

January 2013 to December 2016Responsible for business development wholesaling Annuities, Disability and Long Term Care Insurance to traditional independent producers, broker dealers, bank reps as well as non traditional producers throughout the country.

Jan 2014 - Dec 2016

Wholesaler, Annuity Specialist

Crump Life Insurance Services

Farmington, Ct

From February 1998 to December 2012Market, wholesale snd distrbute fixed annuity products from several insurance manufacturers to Independent advisors as well as National Account Relationships consisting of traditional career agencies, independent broker dealers and banks. Emphasis on Accumulation & Income Distribution planning utilizing annuity products that offer guarantees, predictablity and security which advisors can offer to their clients either on an Individuals planning basis or… Show more From February 1998 to December 2012Market, wholesale snd distrbute fixed annuity products from several insurance manufacturers to Independent advisors as well as National Account Relationships consisting of traditional career agencies, independent broker dealers and banks. Emphasis on Accumulation & Income Distribution planning utilizing annuity products that offer guarantees, predictablity and security which advisors can offer to their clients either on an Individuals planning basis or within Institutional opportunities. Show less

Feb 1998 - Dec 2013

Insurance Producer

Various

Sales of Insurance and Investment products to Individuals and Businesses

Sep 1983 - Nov 1998
Team & coworkers

Colleagues at Crump Life Insurance Services

Other employees you can reach at crump.com. View company contacts for 669 employees →

JH Jeannene Howard Jeannene Howard Colleague at Crump Life Insurance ServicesHarrisburg, Pennsylvania, United States View → JB Jonathan Bleach Jonathan Bleach Colleague at Crump Life Insurance ServicesContact Info, United States View → MS Michael Schmalz Michael Schmalz Colleague at Crump Life Insurance ServicesEnola, Pennsylvania, United States View → KS Katherine Shelbaugh Katherine Shelbaugh Colleague at Crump Life Insurance ServicesNaples, Florida, United States View → KR Katie Roberts Katie Roberts Colleague at Crump Life Insurance ServicesWest Valley City, Utah, United States View → MG Matthew Gruver Matthew Gruver Colleague at Crump Life Insurance ServicesMechanicsburg, Pennsylvania, United States View → DC Debbie Chapman Debbie Chapman Colleague at Crump Life Insurance ServicesGreater Hartford, United States View → LB Laura Beers Laura Beers Colleague at Crump Life Insurance ServicesGreater Harrisburg Area, United States View → EH Elizabeth Hecht, Cltc® Elizabeth Hecht, Cltc® Colleague at Crump Life Insurance ServicesTowson, Maryland, United States View → MO Michele Ortiz Michele Ortiz Colleague at Crump Life Insurance ServicesDenver Metropolitan Area, United States View →
2 education records

Bernie Casey C.I.S, C.A.S. education

Bs, Business Administration

University Of Connecticut

Activities and Societies: UCONN Hartford Branch, Small College Basketball Division, 1975 - 76

Education record

George J Penney High School

Activities and Societies: Baseball, Basketball

FAQ

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Quick answers generated from the profile data available on this page.

What company does Bernie Casey C.I.S, C.A.S. work for?

Bernie Casey C.I.S, C.A.S. works for Crump Life Insurance Services.

What is Bernie Casey C.I.S, C.A.S.'s role at Crump Life Insurance Services?

Bernie Casey C.I.S, C.A.S. is listed as External Wholesaler, Crump Annuities at Crump Life Insurance Services.

Where is Bernie Casey C.I.S, C.A.S. based?

Bernie Casey C.I.S, C.A.S. is based in Farmington, Connecticut, United States while working with Crump Life Insurance Services.

What companies has Bernie Casey C.I.S, C.A.S. worked for?

Bernie Casey C.I.S, C.A.S. has worked for Crump Life Insurance Services, Various, and Pratt & Whitney.

Who are Bernie Casey C.I.S, C.A.S.'s colleagues at Crump Life Insurance Services?

Bernie Casey C.I.S, C.A.S.'s colleagues at Crump Life Insurance Services include Jeannene Howard, Jonathan Bleach, Michael Schmalz, Katherine Shelbaugh, and Katie Roberts.

How can I contact Bernie Casey C.I.S, C.A.S.?

You can use AeroLeads to view verified contact signals for Bernie Casey C.I.S, C.A.S. at Crump Life Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Bernie Casey C.I.S, C.A.S. attend?

Bernie Casey C.I.S, C.A.S. holds Bs, Business Administration from University Of Connecticut.

What skills is Bernie Casey C.I.S, C.A.S. known for?

Bernie Casey C.I.S, C.A.S. is listed with skills including Fixed Annuities, Financial Planning, Long Term Care Insurance, Sales Management, Life Insurance, Disability Insurance, Employee Benefits, and Income Planning.

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