Brad Mathews, Cfp, Clu

Brad Mathews, Cfp, Clu Email and Phone Number

Independent Medical Stop Loss General Agent working with Broker Consultants @ Stealth Partner Group, an Amwins Company
scottsdale, arizona, united states
Brad Mathews, Cfp, Clu's Location
Tampa, Florida, United States, United States
Brad Mathews, Cfp, Clu's Contact Details

Brad Mathews, Cfp, Clu work email

Brad Mathews, Cfp, Clu personal email

n/a
About Brad Mathews, Cfp, Clu

I've been with Sun Life Financial since 2006 & as the Florida & Tennessee Stop-Loss Specialist for Sun Life, I work closely with consultants demonstrating the value and leadership our Sun Life Medical Stop Loss Solution provides large employers. At Sun Life, we are a financially strong leader in the stop-loss market, allowing us to provide best-in-class expertise to our clients.As your representative, I work closely with my underwriters, client managers, economics & product teams not simply to produce a prospective quote or client renewal but also to provide industry leading thought leadership tailored and customized to your client’s needs. My mission is to help you maximize the use of the many Sun Life capabilities to help make both you and your clients have a positive Stop Loss experience!On a personal note, I’m a husband and father of three boys. I graduated from Georgia (Go Dawgs), enjoy snowboarding(really anything outdoors) and Tampa area sports fan!Notable accomplishments:CLU designation 2011CFP designation 20122012 National Sales Rep of the YearPresident's Club in 2013 National Stop Loss Focus Group MemberIf you as a broker or as a large employer would like to discuss a comprehensive Sun Life solution, please reach out to me. I would love to connect!

Brad Mathews, Cfp, Clu's Current Company Details
Stealth Partner Group, an Amwins Company

Stealth Partner Group, An Amwins Company

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Independent Medical Stop Loss General Agent working with Broker Consultants
scottsdale, arizona, united states
Employees:
44
Brad Mathews, Cfp, Clu Work Experience Details
  • Stealth Partner Group, An Amwins Company
    Vice President, Sales
    Stealth Partner Group, An Amwins Company May 2023 - Present
    Tampa, Florida, United States

Brad Mathews, Cfp, Clu Skills

Insurance Employee Benefits Sales Underwriting Customer Service Leadership Microsoft Office Microsoft Excel Microsoft Word Powerpoint Project Management Strategic Planning Team Leadership Analysis Financial Analysis

Brad Mathews, Cfp, Clu Education Details

Frequently Asked Questions about Brad Mathews, Cfp, Clu

What company does Brad Mathews, Cfp, Clu work for?

Brad Mathews, Cfp, Clu works for Stealth Partner Group, An Amwins Company

What is Brad Mathews, Cfp, Clu's role at the current company?

Brad Mathews, Cfp, Clu's current role is Independent Medical Stop Loss General Agent working with Broker Consultants.

What is Brad Mathews, Cfp, Clu's email address?

Brad Mathews, Cfp, Clu's email address is br****@****ife.com

What schools did Brad Mathews, Cfp, Clu attend?

Brad Mathews, Cfp, Clu attended Cfp Board Of Standards, The American College, The University Of Georgia.

What skills is Brad Mathews, Cfp, Clu known for?

Brad Mathews, Cfp, Clu has skills like Insurance, Employee Benefits, Sales, Underwriting, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Project Management, Strategic Planning.

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