David Piatt

David Piatt Email and Phone Number

Director of Life Insurance and Sr. Advisor @ APO Financial, Inc
Littleton, CO, US
David Piatt's Location
Littleton, Colorado, United States, United States
David Piatt's Contact Details

David Piatt personal email

n/a
About David Piatt

I am a former national Top 10 Life Insurance producer for the world's 6th largest insurance group, and a devoted financial professional that has dedicated himself to teaching the unparalleled benefits of Indexed Universal Life to other financial professionals and consumers alike for more than 15 years. I have also led nationwide agent/agency development initiatives to recruit, train and coach hundreds of like-minded insurance and financial professionals across the country, for one of the insurance industry’s most respected and accomplished individual Life Insurance experts and trainers.I have been privileged to work with thousands of people through the years in the areas of financial literacy and wealth mastery, and have authored several papers on the distinct and proven merits of indexed insurance products as predictable and safe alternatives to the more conventional financial strategies of the last several decades. As a seasoned and respected financial coach, I strive to show people from virtually any walk of life how to dramatically transform their financial mindset and outlook for the better by creating positive expectation that comes from understanding and employing time-tested financial principles and proven-predictable asset accumulation and tax planning tools. I enjoy sharing these innovative strategies for countering individuals’ toughest money challenges. For more than 25 years I have held various sales and management positions, and provided experienced guidance and results to not just individuals, but hundreds of companies both domestically and around the world. I am a "pseudo"-native of Colorado that graduated with honors from the top rated College of Business at Colorado State University in Fort Collins, and get my state of Zen from quality time with family, hiking, biking, music and travel. I am a devoted family man who's been happily married for 25 years to my "rock" and have two amazing teenagers who help motivate me to be better every day.Specialties: Financial Literacy | Life Insurance | Tax Strategy & Mitigation | Pensions | Retirement Income | Estate & Legacy Planning | Asset Preservation | Business Succession Planning | Charitable Giving | Long-Term Care | Mortgage Protection | Speaker | Mentor | Recruiter | Entrepreneur | Digital Marketing | Sales & Marketing Strategy

David Piatt's Current Company Details
APO Financial, Inc

Apo Financial, Inc

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Director of Life Insurance and Sr. Advisor
Littleton, CO, US
David Piatt Work Experience Details
  • Apo Financial, Inc
    Director Of Life Insurance And Sr. Advisor
    Apo Financial, Inc
    Littleton, Co, Us
  • Apo Financial, Inc
    Director Of Life Insurance & Sr. Advisor
    Apo Financial, Inc Sep 2021 - Present
    Westminster, Colorado, Us
    David will be heading up many of the firm's insurance strategies for existing and new clients.
  • Noble Crossings Company
    Founder / President
    Noble Crossings Company Jan 2019 - Dec 2021
  • Gaia Softwawre, Llc
    Director Of Sales
    Gaia Softwawre, Llc Oct 2018 - Jul 2020
    Directly responsible for all domestic and international business development, sales, management and revenue initiatives for the dialysis industry's best-in-class, mid-sized niche SaaS EHR software and services company whose solutions are dedicated exclusively to dialysis care provider clinics, hospitals and healthcare organizations. Regularly initiated, developed, drove and closed sales opportunities of all types and sizes within the U.S. and around the world including Dubai, Kuwait, Saudi Arabia, Saipan, and American Samoa.
  • Triquest Usa
    Director Of Sales & Agent/Agency Development
    Triquest Usa Apr 2016 - May 2018
    David heads up recruiting and agent/agency development for Merle Gilley and TriQuest USA, one of the nations most respected and accomplished Life Insurance experts, producers and trainers. Merle is also the author and innovator of the "My Family Financial Miracle" book and digital Artificial-Intelligence Consumer Marketing platform. David is tasked with driving TriQuest's nationwide field-force expansion initiative to bring Merle's unique, cutting-edge IUL Marketing System to qualified insurance agents around the country. David is a former Top 10 Life Insurance producer for the world's 6th largest insurance group and has specialized in Indexed Universal Life for more than 10 years. He has authored papers and is also considered to be an expert on the topic. He is also a highly accomplished Marketing Strategist specializing in the profitable deployment of digital/mobile and traditional media solutions. From diverse professional and entrepreneurial pursuits within insurance and other industries, he has built programs to consistently and cost-effectively attract qualified prospects and yield tangible year-over-year growth. Today David supports insurance agents interested in bringing the unparalleled array of benefits of the IUL solution to all markets and demographics by showing them a proven path to business growth and dramatically enhanced earnings achieved in mere months, not years. David graduated with honors and a B.S. in Business Management from the top-rated College of Business at Colorado State University. For over 20 years he's held various sales and management positions, and provided guidance and profitable results to dozens of companies from the small start-up to the Fortune 50. He also helped build the sales and operational infrastructures of several different start-ups during the early 2000s.
  • Triumph Marketing, Llc
    National Vice President - Life Marketing
    Triumph Marketing, Llc Jun 2013 - May 2014
    David is a highly seasoned and accomplished life insurance producer that specializes in the Indexed Modified Endowment Contract and the Indexed Universal Life products. He trained and coached independent agents from across the country in enhancing their competence and proficiency in these areas of life insurance, and the development of extra-ordinary business practices that helped them achieve maximum professional success . He provided an expert-level of coaching to even the most seasoned agent in the areas of sales and marketing, teaching them how to more consistently, cost-effectively and profitably involve clients in the tremendous benefits of one or another of these powerful life insurance solutions.
  • Local Guerrilla Marketing
    Certified Consultant | Online Marketing Denver | Video Seo Denver | Mobile Video Denver
    Local Guerrilla Marketing Aug 2011 - Jun 2012
    Providing robust and cost effective strategies targeting small to large business to compete and thrive in today's economy. Guerrilla Marketing is the most trusted name in marketing today. We specialize in Online Marketing Denver | Video SEO Denver | Mobile Video Denver Marketing. Our SEO results are guaranteed in writing with no contract required.
  • Local Guerrilla Marketing
    Online Marketing Denver | Sales Team Leader | Trainer | Mentor | Recruiter At Optimize Freedom
    Local Guerrilla Marketing Aug 2011 - Jun 2012
    Optimize Freedom capitalizes on the impending $77 Billion shift in advertising and marketing dollars that is occurring in the small & medium local business market. Optimize Freedom is attracting talented and motivated sales professionals who are passionate about helping small to medium businesses. We specialize in Online Marketing Denver | Video SEO Denver | and Mobile Video Denver Marketing. Our SEO results are guaranteed in writing with no contract required.
  • Local Guerrilla Marketing
    Online Marketing Denver | Free Consultation | Video Seo Denver | Mobile Video Denver | Video Email A
    Local Guerrilla Marketing Aug 2011 - Jun 2012
    As a former National Speaker, I enjoy providing free informational seminars and individual consultations to help educate my audience about advertising and marketing trends. By utilizing Video SEO Denver | Mobile Video Denver | and Video Email Denver, even small companies and proprietorships can even the playing field. Education regarding cost effective and robust solutions are the key to increase sales from both new and existing customers.
  • Fiscal Pillar Design
    Consultant | Life Insurance Strategist | National Top Producer - Life Insurance
    Fiscal Pillar Design Nov 2005 - May 2011
    Provided individualized Marketing Strategies and Solutions to Top Life Insurance producers and clients nationally. Was a Top Producer nationally for the sixth largest Insurance Group in the world. Created and delivered educational seminars and presentations to assist clients with obtaining tax advantaged accumulation, distribution and transfer of long-term and/or retirement assets.
  • Jcit International
    Director | Public Education Sales | Regional Sales Director
    Jcit International Feb 2004 - Nov 2005
    Directly responsible for both company-wide and individual 11-state, territory-specific sales & marketing plans, business development activities, P&L and sales processes and practices for leading process improvement training & technology provider. Grew individual client base by 60% over a 10-month period leveraging successes of strategic clients to drive new account revenues. Improved profit margins by 20% during fiscal year despite intense, “value-pricing” initiatives by key competitors.

David Piatt Skills

Online Marketing Sales Team Leader Life Insurance Strategist Recruiter Small Business Mobile Marketing Marketing Marketing Strategy Team Building Mentor Trainer Business Development Strategy Seo Sales Advertising Entrepreneurship Competitive Analysis New Business Development E Commerce Financial Literacy Training National Speaker Insurance Fixed Annuities Contract Negotiation Strategic Planning Team Leadership Budgets Online Marketing Denver Video Seo Denver Mobile Video Denver Exceptional Public Speaker Financial Educator Online Advertising Customer Service Business Strategy Start Ups Program Management Business Planning Social Networking Social Media Marketing Training Mentoring Public Speaking Recruiting

David Piatt Education Details

  • Colorado State University
    Colorado State University
    Business Operations Management
  • Rocky Mountain High School
    Rocky Mountain High School
  • Rocky Mountain High School
    Rocky Mountain High School
    Business And The Arts
  • Rocky Mountain High School
    Rocky Mountain High School

Frequently Asked Questions about David Piatt

What company does David Piatt work for?

David Piatt works for Apo Financial, Inc

What is David Piatt's role at the current company?

David Piatt's current role is Director of Life Insurance and Sr. Advisor.

What is David Piatt's email address?

David Piatt's email address is da****@****ver.com

What schools did David Piatt attend?

David Piatt attended Colorado State University, Rocky Mountain High School, Rocky Mountain High School, Rocky Mountain High School.

What are some of David Piatt's interests?

David Piatt has interest in Economic Empowerment, Civil Rights And Social Action, Politics, I Enjoy Spending Time With My Family, Education, Environment, Golf, Disaster And Humanitarian Relief, Human Rights, Happy And Spiritual Environment.

What skills is David Piatt known for?

David Piatt has skills like Online Marketing, Sales Team Leader, Life Insurance Strategist, Recruiter, Small Business, Mobile Marketing, Marketing, Marketing Strategy, Team Building, Mentor, Trainer, Business Development.

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