As Founder and CEO, my chief responsibility is to guide and direct the expansion of our marketing teams throughout America. With a team of full time developers on staff, Wealth United has invested a considerable amount of time and resources in the creation of a “World Class” state of the art marketing platform, unrivaled in our industry. Because of this innovation in technology and the wide use of social media platforms, we take a marketing approach, not a sales approach to Indexed Universal Life insurance. Educating clients how to buy instead of training agents how to sell is our unique differentiator! Helping families grow their money Risk Free and Tax Free is our battle cry... and helping professionals inside and outside of the traditional life insurance industry to monetize their client base, is our mission. Professionals from multiple verticals are thriving with the tools and technologies we have developed. We enable TAX PROFESSIONALS to increase their clients Net Retirement Income, by integrating our proven “Tax Exposure Index” system into their practice... creating additional monetization.P&C practitioners are creating tremendous success partnering with Wealth United by using "funnels" that deliver short videos that educate their clients on how to grow their money risk free and tax free, creating a strategic partnership with an experienced local IUL & Social Media Specialist at Wealth United.The mortgage industry is an extremely complex business and consumers need an expert and professional to help them properly structure their mortgage to work with them and not against them. Mortgage advisors across America are discovering how to take a "holistic" approach to mortgage planning by sharing the positive message of Tax Free & Risk Free wealth accumulation using the Tax Exposure Index platform.Contact us at info@wealthunited.com

Developed a broad range of activities centered around providing on-demand fundraising services for the nonprofit world, including product and content development, sales and marketing planning and implementation, research and editorial coordination, consulting and presentations, etc.Specialization area's >Created sales concepts and training modules for Insurance Marketing Organizations (IMO's)> Develop Fundraising Platforms for Non-Profit Organizations > Online Marketing Campaigns for disadvantaged start ups' > Hosting Network Marketing "Meet Up's" and "Start Up's

Responsible for directing strategic development, growth, and the training of agents throughout America for Rogue Financial. Helping agents and clients understand the use of a properly structured IUL contract, has been my passion for more than two decades.

Responsible for recruiting, appointing, training, developing, and managing over 200 independent agents throughout Arizona, New Mexico, Nevada and Colorado. Established and developed relationships with P&C agency principals and producers, in order to provide strategic/creative direction for marketing initiatives, introducing Tax-Free & Risk-Free wealth accumulation inside an IUL.• Successfully recruited and on-boarded over 20 agencies within 3 years.• Successfully grew IUL & Indexed Annuity production over 300% within 3 years.• Successfully secured and managed each book transfer within 5 years.

Specialized in the elimination of mortgage debt by 10-20 years by reducing the amount of interest paid to the lender while increasing their credit score and cash flow.With this revolutionary concept I managed 100's of agents that helped families in America, Australia, Europe and the United Kingdom for half a decade, pay tens of thousands of dollars less in mortgage interest than ever before! Keys to the system that generated over $8,5000,000 of loan reductions throughout North America with a team of 265 agents nation wide.• Payoff Your Mortgage In A Fraction of The Time• Little To No Impact on Current Cash Flow, Life Style or Budget• No Refinancing of Existing Mortgage Necessary• Not A Bi-Weekly Payment Plan• Not A Debt-Roll-Down Program

Lead a team of 31 loan officer, closed 8-15 loans monthly, $1.4 to $2.9 million monthly sales volume and consistently on the "top ten" board 3-years in a row out of 65 net branch locations across America.

Qualified to sit on the advisory board that directs the preparation of all literature, video and audio programs, sales aids and training materials. Mr. Smith's responsibility is to direct recruitment and training of Independent Referring Travel Agents which produced 4031 agents in a 12 month period of time.

Help People Earn More Income and Become Properly Protected, Debt Free and Financially Independent. By providing financial education to middle class families, who wanted to~*Maximize saving rates via IRA, Rollover IRA, Roth IRA, 529 and Coverdell Education Savings Plan, Annuity, and Mutual Funds.I specialized in Term Life Insurance, IRA, Rollover IRA, Roth IRA, 529, Mutual Funds, Annuity, Long Term Care, Legal Protection Service, while building a sales force of more than 100 personal producers.

Bid Administrationo Prepared and maintaied status of plan reproductiono Solicited and maintained communication with subcontractors and vendorso Prepared subcontractor bid packageso Transmited addenda and other bid information to subcontractorso Ensured proper coverage from subcontractors on bid dayo Contacted supply houses to obtain additional subcontractor bidso Showed creativity and resourcefulness to gain better pricing from subcontractorso Submited 100% of bids and budgets by the bid deadline every time.o Entered all relevant information into Timberline• Project Knowledgeo Review bid requirements thoroughly and asks follow-up question on every bido Has a thorough understanding of the scope for specific trades assignedo Developed RFI's and clarifications to ensure adequate subcontractor coverage and showsinteresto Performed a comprehensive "bid day" analysis and scoping of specific assigned tradeso Understood how to fit subs to the size/scope of projecto Createed bid lists that fit scope of job, ensuring that we had the right subs for the projecto Minimize exclusions by “doing our homework”o Included value-engineering ideas on every bid• Follow up & closingo Consistently followed up on submitted bids and budgets with Architect and/orConstruction Manager to close business.o Communicated with architects, construction managers, property managers, brokers and can closebusiness• Project turnovero Properly turned over bid documents and sub buyout information to Project Management ina timely manner. My goal was 100% of awarded projects turned over within 24 hours ofnotification.o Reviewed drawings with Project Management team and highlight areas of concerno Reviewed job cost with Project Management team and highlight any subs/material vendorsthat still need to be awardedo Complete project kick-off form to ensure compliance