Colby Conover Email & Phone Number

Norfolk, NE

• Helps with determining risk tolerances to create individualized investment strategies to help achieve retirement, education, or other long term financial dreams.
• Determining retirement income and expense needs to formulate retirement strategies to maximize tax deferral and reduction strategies.
• Providing protection planning through the service of life, health, and disability insurance needs.
• Helping families create a protected and easily transferable estate along with reducing estate taxes and expenses.

Lincoln, Nebraska Area

• Full-Time, Consolidations 2007-2008
• Offered services to potential customers to aggregate student loan debt into consolidated student loan account.
• Helped to cumulate both inside and outside customer base to enhance company’s student loan portfolio.
• Advised of payment plan options and interest rate quote’s to swap floating interest rate loans for fixed interest rates.
• Initiated outbound sales calls to recent and past graduates to advise of benefits of consolidation and fixed interest rate loans. Full-time, Default Management 2008-2010
• Monitored for credit risk reduction on student loan accounts while contacting clients to minimize risk through payments and federal entitlement programs through the United States Department of Education.