Daniel Shikes Email & Phone Number

Lithia, Fl

Naples, Florida

Tampa, Fl

Southeast, Us

External wholesaler for annuities and inheritance life plus.Summer 2012 American General reduced external annuity wholesaler staff by 50%.

Lithia, Fl

Financial advisor specialized in retirement and pre-retirement planning for clients in eastern Hillsborough county, FL

Wholesaler for NY Life's fixed annuities, immediate annuity and mutual funds in northern Florida#7 out of 31 wholesalers nationally in 2009 with $216 million in total annuity sales in N. Florida territory#2 out of 31 wholesalers nationally in 2009 with $33 million in lifetime income annuity salesMoved territory from bottom 50% (13 out of 24) to top 25% (7 out of 31) by end of first yearWorked with all the major bank programs in Florida as well as LPL and Raymond JamesResponsible for 20 meetings weekly as well as two to four client seminars a month and monthly training for licensed bankers on fixed and immediate annuities with programs such as SunTrust and RegionsAugust 2006 - Dec 2008 served as wholesaler for New York Life Insurance's Guaranteed Lifetime Income Annuity. Finished 2008 with over $66 million in sales (#2 out of 8 nationally less than $1million behind #1 and over $24 million ahead of #3)With increased sales each year territory went from eleven states up the east coast to NC, SC, GA, and FL by 2008.Worked in partnership with five then three of the New York Life Fixed Annuity wholesalersHelped with the creation of many of New York Life's sales ideas and literature for the income annuity.November 2009 New York Life reduced external wholesaler staff by over 50%.

Doubled annuity production in West Florida territory in less than two years.Promoted to Vice President in less than half the normal time frame to do so at Guardian.In charge of West Florida territory which did $41.5 million in sales in 2004 which was #5 at Guardian nationally out of 40 wholesalers and #1 in the South, West, and Central United States regions.Developed Payments to age 100 presentation, one of the most widely used of all Guardian seminars. Conduct at least one seminar a week with registered representatives for their clients and new prospects and at least three city CE meetings a month for registered representatives.Covered national conferences held in Florida and traveled to cover due diligence meetings nationwide.Responsible for at least twenty appointments per week. Territory ranges; Product line includes Guardian's three variable annuity contracts as well as two fixed annuities, the Guardian Park Avenue Portfolio of mutual funds, and retirement plans including 412(i) and 401(k).