Bill Gastl, Clu, Cf2, Cbda Email and Phone Number
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Chartered Life Underwriter specializing in Insurance Sales • Advanced Case Design • Insurance Consultant • Independent Adviser with Wealth Watch Advisors, LLC a SEC approved RIA.. Dynamic sales and operations manager with over 44 years of experience driving business development, strategy, and revenue growth for companies in the financial service industry. I have a track record of building solid client relationships, with the ability to provide expert advice on topics involving insurance products as the core structure in financial planning. I have a track record of supporting financial adviser in implementing financial strategies for their clients, assisting assisting businesses in improving profitability and efficiency through process management and development. =============================================Insurance Sales • Business Development • Client Relationship Management • Account Management • Strategic Selling • Business Analysis • Insurance Consulting • Client Consulting • Project Management • Team Building & Leadership • Communications Employee Development • Business Presentations • Life Insurance • Retirement Planning • Liability Management Solutions • Income Planning • Medicaid Planning, • Long Term Care PlanningSpecialties: I specialize in qualified plan conversion strategies working with independent financial advisers. With over $24 plus trillion dollars in qualified plans, providing financial strategies to convert assets allocated in qualified plans into non-qualified plans can an impact of many individual's retirement plans. Financial advisers working with my firm are able to provide a comprehensive analysis through proprietary software which compares a client's current plan to a non-qualified plan at their current tax rate plus projections using their current tax rate plus an increase of 5 or 10%.
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Chief Operating OfficerWealth Watch Advisors, Inc. Jul 2017 - Present
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Ceo -Sequel Financial CorporationSequel Financial Corporation Jan 2009 - PresentSEQUEL FINANCIAL CORPORATION, Highlands Ranch, Colorado • 2009-PresentSequel Financial Corporation specialize in designing financial plans for our clients as a financial fiduciary. We use an array of investment products, as well as many insurance products. My expertise in index universal life, index annuities and investment account through my Registered Investment Advisory firm allows us to offer a complete planning process for my clients. I have a devotion to education and have helped financial advisers and clients across the country understand the value and versatility of permanent insurance and annuities as assets, when used properly.I focus on engineering financial plans that provide guaranteed income in retirement through the predictability and contractual guarantees offered with life insurance and annuities contracts, as well as investment strategies that mitigate market risk and sequence of return risk prior to or during the distribution phase of a plan. .• Created a proprietary software system which provides a comprehensive analysis of a client's qualified plan assets providing future calculations based on a fixed rate of return, as well as three Monte Carlo simulations using the S&P 500 Index as the data set. Each of the four projections provide distributions reports using the assumed interest rate data and distributions to predict the longevity of an account and the taxes paid at current tax rate, as well as increases in the tax rate.• Successfully managed as the Chief Investment Officer and Corporate Secretary Bankers Reserve Life Insurance investment portfolio from 1979 to 1988.
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Director Of Life Insurance SalesBrokers Choice Of America 2013 - Dec 2018Centennial, Colorado, UsAs an insurance consultant, I assist Brokers Choice of America adviser in developing strategies using permanent life insurance products. -
Field ManagerKansas City Life Insurance Company Oct 2008 - Jan 2010Kansas City, Mo, UsKansas City Life-Westminster, Colorado • 2008-2009Retirement planning and income protection company. General agent for Kansas City Life Insurance.Field ManagerSupervised field agents in the sales unit. Recruited and hired qualified new agents. Provided training and mentorship to personnel. Instrumental in case design and marketing.• Aided agents in increasing sales by contributing to presentations and ensuring sales support. -
Registered RepresentativeNew England Financial Oct 2007 - Sep 2008NEW ENGLAND FINANCIAL, Denver, Colorado • 2007-2008MET Life subsidiary focused on investments, life, disability, and long-term care insurance.Registered RepresentativeGenerated new business by prospecting and closing new clients. • Recognized with the Super Starter Award for delivering superior sales results within 6 months.
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Managing PartnerRocky Mountain Payment Systems Feb 2000 - Mar 2007ROCKY MOUNTAIN PAYMENT SYSTEMS, LLC/CashBoy Corporation, Greenwood Village, Colorado • 2000-2007Provider of reseller services for Visa and MasterCard-affiliated independent sales organization banks.CEOLaunched a successful business services company focused around ATM, credit, and debit services for independent sales organization banks. Managed daily business operations. Built a solid client base by identifying and pursuing viable leads. Consulted with clients to drive ongoing improvements to effective rates relative to credit card sales. Supported businesses in placing ATMs in retail locations. Developed and grew a strong team of agents to resell internal credit card services and ATM programs. Additionally filed Articles of Organization and obtained capital to start the company, as well as establishing the company operating infrastructure.• Negotiated over 1,250 merchant locations for credit card processing.• Placed more than 65 locations in the ATM industry.• Built annual sales from the ground up, to achieve $420,000 in sales.
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CeoMedidigm Corporation Aug 1996 - Dec 1999MEDIDIGM CORPORATION, Greenwood Village, Colorado • 1996-1999Developers of one of the first medical saving account debit cards, in conjunction with Mellon Bank.CEODesigned and implemented strategic marketing initiatives. Managed investor and venture funding relationships, with a focus on obtaining additional funding for company development. Coordinated daily business operations. Maintained compliance with key industry regulations. Administered company accounts and finances.• Instrumental in bringing an innovative new product to market, with an electronic eligibility verification system that allowed access to insurance information via credit card terminals.
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Additional Roles:Capital Benefits Group And Bankers Reserve Life Insurance Company Aug 1974 - Jun 1996• CEO, Capital Benefits, Inc.: Directed business operations, including sales and support team management. Contributed to marketing and business presentations. Designed and deployed quoting and operational systems. Built from the ground up to achieve $500,000 plus in annual gross commissions.• Corporate Secretary / Chief Investment Officer, Bankers Reserve Life Insurance Company: Managed shareholder relations. Documented corporate minutes. Filed key Security and Exchange Commission forms. Oversaw company investments and insurance filings. Facilitated company sale to a Canadian corporation. Previously Regional Sales Director.
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Corporate Secretary/Chief Investment OfficerBankers Reserve Life Insurance Company Jun 1974 - May 1988With Bankers Reserve, I served as corporate secretary and Chief Investment Officer. In this position, I was responsible for all shareholder relations, corporate documents, filing all SEC filings, while also serving as the Chief Investment Officer for the company's investment portfolio.
Bill Gastl, Clu, Cf2, Cbda Skills
Bill Gastl, Clu, Cf2, Cbda Education Details
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The American CollegeClu -
University Of Colorado BoulderHistory
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The American College Of Financial Services
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The American College Of Financial ServicesClu
Frequently Asked Questions about Bill Gastl, Clu, Cf2, Cbda
What company does Bill Gastl, Clu, Cf2, Cbda work for?
Bill Gastl, Clu, Cf2, Cbda works for Sequel Financial Corporation
What is Bill Gastl, Clu, Cf2, Cbda's role at the current company?
Bill Gastl, Clu, Cf2, Cbda's current role is Chief Operating Officer at Wealth Watch Advisors, Inc..
What is Bill Gastl, Clu, Cf2, Cbda's email address?
Bill Gastl, Clu, Cf2, Cbda's email address is bg****@****orp.com
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Bill Gastl, Clu, Cf2, Cbda's direct phone number is +172020*****
What schools did Bill Gastl, Clu, Cf2, Cbda attend?
Bill Gastl, Clu, Cf2, Cbda attended The American College, University Of Colorado Boulder, The American College Of Financial Services, The American College Of Financial Services.
What are some of Bill Gastl, Clu, Cf2, Cbda's interests?
Bill Gastl, Clu, Cf2, Cbda has interest in Michael Franti, Jimmy Buffett, The Firm, Sequel Comparison, Red Hot Chili Peppers (Band), Reggae Music, Centennial Colorado, Morocco, Casablanca, Books.
What skills is Bill Gastl, Clu, Cf2, Cbda known for?
Bill Gastl, Clu, Cf2, Cbda has skills like Succession Planning, Deferred Compensation, Insurance, Annuities, Retirement Planning, Retirement, Financial Planning, Insurance Planning, Strategic Planning, Investments, Business Planning, Sales Management.
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