Dan Foley Email and Phone Number
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Dan Foley personal email
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I help life insurance professionals serve clients with their personal and business life insurance needs. Each client's unique needs requires custom tailored solutions. Paying attention to clients' specific needs remains crucial to serving them and meeting their objectives.I have collaborated with actuaries, consultants and distribution systems to develop life insurance products to serve our independent distribution network. Training independent life insurance sales professionals to apply advanced markets concepts to serve their clients has been a highlight for me. Life insurance and annuity product training through presentations, articles, seminars, webinar has been a highlight. Early in my career I presented TQM skills training to home office associates. Presented at the Infinite Banking Think Tank and served on an industry panel there, too. Developed life insurance sales illustration systems. Wrote illustration requirements documents and specifications, created and executed test plans, served as Illustration Officer.Formerly served on the Board of Directors of the Greater Binghamton Chamber of Commerce and as a lay trustee for St. James Church, Johnson City, NY. Currently I serve on finance and other related committees for St. James. Served the local chapter of National MS Society (formerly the South Central NY chapter) and volunteered for MS Walk committee for 20+ years.Specialties: life insurance, whole life, UL, term; annuities, income annuities, SPIA, SPDA; illustration software, illustration software testing; presentations; product analysis, development, research, implementation, support; illustration support, advanced markets support, business planning, succession planning, qualified plans, pensions, estate planning, personal planning, infinite banking, becoming your own banker, CE instructor, CPE instructor. TQM Skills. MoneyTrax. IBC Infinite Banking Concept. BizEquity.
Security Mutual Life Insurance Company Of New York
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Senior Vice President Marketing At Security Mutual Life Insurance Company Of New YorkSecurity Mutual Life Insurance Company Of New York Feb 2017 - PresentBinghamton, Ny, Us
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Senior Vice President Marketing TechnologySecurity Mutual Life Insurance Company Of New York Feb 2017 - PresentBinghamton, Ny, Us
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Vp Marketing TechnologySecurity Mutual Life Insurance Company Of New York May 2005 - Feb 2017Binghamton, Ny, UsIllustration Officer. Responsible for illustration content and formats. Responsible for illustration and quote systems including desktop and web-based systems for whole life, universal life, term life and annuities. Responsibilities include system specifications and requirements, quality control and testing process, system deployment and support. Coordinate and oversee field support systems for life and annuity products. Also, responsible for marketing materials, product information and web content for agent portal.
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Second Vice President, Marketing TechnologySecurity Mutual Life Insurance Company Of New York Nov 1994 - May 2005Binghamton, Ny, Us
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Director, Marketing ServicesSecurity Mutual Life Insurance Company Of New York Sep 1987 - Nov 1994Binghamton, Ny, Us
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Manager, Qualified FundsSecurity Mutual Life Insurance Company Of New York Sep 1985 - Sep 1987Binghamton, Ny, Us
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Actuarial StudentSecurity Mutual Life Insurance Company Of New York Apr 1982 - Sep 1987Binghamton, Ny, UsAssisted with reserve valuation and various reports (production, mortality) reinsurance billing systems, qualified funds administration and interest calculations; performed agents' vested commissions calculations; processed calculations for policyonwer inquiries; created complex inforce illustrations.
Dan Foley Skills
Dan Foley Education Details
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The American CollegeLife Insurance -
University At AlbanyMathematics
Frequently Asked Questions about Dan Foley
What company does Dan Foley work for?
Dan Foley works for Security Mutual Life Insurance Company Of New York
What is Dan Foley's role at the current company?
Dan Foley's current role is Senior Vice President Marketing at Security Mutual Life Insurance Company of New York.
What is Dan Foley's email address?
Dan Foley's email address is df****@****lny.com
What is Dan Foley's direct phone number?
Dan Foley's direct phone number is +160776*****
What schools did Dan Foley attend?
Dan Foley attended The American College, University At Albany.
What are some of Dan Foley's interests?
Dan Foley has interest in Health.
What skills is Dan Foley known for?
Dan Foley has skills like Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Employee Benefits, Term Life Insurance, Strategic Planning, Disability Insurance, Whole Life, Universal Life, Estate Planning, Investments.
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