Sales Coaching has been the forefront of my 18 years of experience specifically in the fixed annuity and life insurance arena. Much of my career has been educating financial professionals on insurance contracts through on going educational webinars and speaking engagements. My area of expertise is in fixed insurance products, including fixed & index deferred annuities and single Premium Immediate & Deferred Income Annuities, fixed and index life insurance, Asset Based Long Term Care solutions, retirement income planning, and Wealth Transfer strategies. I have spent the last several years working hands on with financial services professionals on client needs analysis and implementation of strategies that address retirement risks. I currently hold an active Iowa Life, Health & Accident Insurance License.I also have the skills and insight from experience working for premier insurance carriers. I have knowledgable at the carrier functions of New Business processing, Suitability review, Licensing/Commissions processing, and compliant Sales & Marketing practices.Outside of the office, my wife Amy and I live in Waukee with our daughters Olivia and Claire. We are an active family enjoying anything outdoors along with our friends and family.
Listed skills include Fixed Annuities, Indexed Annuities, Life Insurance, Wealth Transfer, and 19 others.