Dan Demarco, Clu

Dan Demarco, Clu Email and Phone Number

Senior Consultant @ Universal Financial Consultants
Charlotte, NC, US
Dan Demarco, Clu's Location
Charlotte, North Carolina, United States, United States
About Dan Demarco, Clu

Dan Demarco, Clu is a Senior Consultant at Universal Financial Consultants. He possess expertise in retirement planning, insurance, investments, estate planning, fixed annuities and 11 more skills.

Dan Demarco, Clu's Current Company Details
Universal Financial Consultants

Universal Financial Consultants

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Senior Consultant
Charlotte, NC, US
Employees:
61
Dan Demarco, Clu Work Experience Details
  • Universal Financial Consultants
    Senior Consultant
    Universal Financial Consultants
    Charlotte, Nc, Us
  • Universal Financial Consultants
    Senior Consultant
    Universal Financial Consultants Jan 2012 - Present
    Clearwater, Fl
  • Universal Financial Consultants
    Business Development
    Universal Financial Consultants Feb 2004 - Present
    Consult with Financial Advisors across the country on solutions for both their standard Clients and High Net Worth Clients that involve life insurance planning (including Premium Finance for HNW), retirement income planning, estate planning and long term care alternatives.Consult and train Advisors on our value propositions and client building systems to include the incorporation of these value propositions and client building systems into their normal planning process of which previously… Show more Consult with Financial Advisors across the country on solutions for both their standard Clients and High Net Worth Clients that involve life insurance planning (including Premium Finance for HNW), retirement income planning, estate planning and long term care alternatives.Consult and train Advisors on our value propositions and client building systems to include the incorporation of these value propositions and client building systems into their normal planning process of which previously did not exist. Show less
  • Western Reserve Life - Aegon
    Manager, Sales Support
    Western Reserve Life - Aegon 1998 - 2004
    Managed the marketing, training, administration, budgeting and operations of the Sales Support Division. The sales support unit included the management of licensed, registered representatives that were trained to consult, educate and answer all questions of our field force worldwide. The illustration procurement team and the competition desk were also a part of the sales support division.This position allowed me to grow into a products and training expert where colleagues from multiple… Show more Managed the marketing, training, administration, budgeting and operations of the Sales Support Division. The sales support unit included the management of licensed, registered representatives that were trained to consult, educate and answer all questions of our field force worldwide. The illustration procurement team and the competition desk were also a part of the sales support division.This position allowed me to grow into a products and training expert where colleagues from multiple divisions of the company would leverage my knowledge for trainings, campaigns and projects. Helped create and maintain a team focused, continual learning and fun environment. Show less

Dan Demarco, Clu Skills

Retirement Planning Insurance Investments Estate Planning Fixed Annuities Management Retirement Mutual Funds Financial Advisory Business Development Disability Insurance Marketing Long Term Care Term Life Insurance Financial Planning Life Insurance

Dan Demarco, Clu Education Details

Frequently Asked Questions about Dan Demarco, Clu

What company does Dan Demarco, Clu work for?

Dan Demarco, Clu works for Universal Financial Consultants

What is Dan Demarco, Clu's role at the current company?

Dan Demarco, Clu's current role is Senior Consultant.

What is Dan Demarco, Clu's email address?

Dan Demarco, Clu's email address is da****@****.rr.com

What is Dan Demarco, Clu's direct phone number?

Dan Demarco, Clu's direct phone number is +172745*****

What schools did Dan Demarco, Clu attend?

Dan Demarco, Clu attended Florida State University, The American College.

What skills is Dan Demarco, Clu known for?

Dan Demarco, Clu has skills like Retirement Planning, Insurance, Investments, Estate Planning, Fixed Annuities, Management, Retirement, Mutual Funds, Financial Advisory, Business Development, Disability Insurance, Marketing.

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