Chris Bor Clu®, Chfc® Cfp® Email & Phone Number

Spokane, Wa, Us

Spokane, Wa

Responsible for assisting financial professionals in delivering life insurance, annuities, long termcare/linked benefits, and disability insurance products to fit their clients’ needs. He designs andimplements estate planning, supplemental retirement, and business insurance cases throughunderwriting..

Western Us

• Managed 65 General Agency’s across 14 states in the west. Personally recruited 33 of the agencies over the past 10 years • Averaged 15% year over year growth in the region. Growth came from new general agents and revitalized existing nonproductive General Agencies • Had 3 new General Agencies of the Year and the top Agent of the year from personally recruited General agencies. Several Top 10 Agencies throughout my tenure• Conducted hundreds of training classes to the agencies on product, sales concepts and general advisor training i.e. sales process to include, prospecting, fact finding etc. • Worked with General Agencies on developing their SOP (standard operating procedures)• Facilitated Annual Business Planning utilizing the One Page Business Plan®Securities offered through Securities America, Inc., a member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. FINRA (www.finra.org)/ SIPC (www.sipc.org). Kansas City Life Insurance Company and Securities America are separate entities." "The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences." "This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed

San Francisco Bay Area

• Recruited experienced insurance and financial advisors to the unique Lenox model which focused on high-net-worth clients and businesses• Responsible for joint sales calls, case design, business and marketing plan development• Prepared agents to participate in the Lenox high net worth prospects carve out disability enrollments. • Lenox Advisors is an affiliate of a Mass Mutual agency, Fifth Avenue Financial of New York, NY• Sales Manager for Mass Mutual in the Lenox model

Walnut Creek, Ca

• Finished #19 in the country for all sales managers in 2011 and #25 in 2010 • Responsible for recruiting, training and developing experienced, inexperienced advisors and independent brokers• Managed 18 individual advisors and over 50 independent brokers• Created and facilitated all new agent training and business planning • Utilized the Cassara Clinic Model to develop agents

Pleasanton, Ca

• Top 25 Partner in 2006 and qualified for the Managing Partner Meeting• Invited and attended New York Life Managing Partner training program for eligible top Partners at NYL• Agency manager for M.A.P (Macro Asset Perspective), a New York Life propriety advanced selling system for select NYL agents and managers• Performed client seminars, conducted training, case development and field work on the M.A.P sales system• Completed Kinder Bros’ management training programs

San Jose And Sacramento, Ca

• DBA: Integrated Financial Group • Utilized the Benchmark Consulting Team selling model • Managed four sales teams, responsible for managing all aspect of the sales team which included a Senior and Junior producer and admin staff• Responsible for all recruiting and training for the teams• Created own training and recruiting materials• Utilized the LEAP sales and training system and became a Certified Trainer / Advisor• Utilized the Advocacy System and became certified Advocacy Trainer

Los Angeles, San Jose, San Francisco, Ca

• College Unit Director – recruit, train and develop college students for the College Agent Internship program• Agency Recruiter and Trainer• Worked with a Top of Table Advisor managing all annual service needs to drive new sales and referrals. Worked on advance sales for high-net-worth clients and business owners• Received the Broze award for 1st years agents• Wrote 33 life polices in first 6 months in the business.

B.S., Finance

Mba, Business Administration

Education record