Dane Smith Email & Phone Number

Tucson, AZ, US

Moscow, Idaho, US

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.

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.

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.

Arroyo Grande, California, US

• 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.
• 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.
• 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.

• 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.
• 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.
• 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.
• 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.