Eric Schultz

Eric Schultz Email and Phone Number

Expert in Financial Services Case Design & Analysis | Industry Speaker | Insurance Solutions Specialist with 24+ Years Experience | COO Delivering Independent, Innovative, Carrier Agnostic Solutions @ Three Points Insurance Design, LLC
Eric Schultz's Location
Denver Metropolitan Area, United States, United States
Eric Schultz's Contact Details
About Eric Schultz

With over 24 years of dedicated experience in the financial services industry, I have honed my expertise in life insurance and annuity product designs, as well as sales strategies. Throughout my career, I've been deeply passionate about empowering individuals and businesses to achieve their financial goals and secure their futures.One of my proudest achievements includes spearheading the development of a highly successful sales distribution group. As part of the leadership team I was able to help shape and build a successful team that saw sales soar from $84,000,000 in 2012 to an impressive $315,000,000 by 2023. This accomplishment not only underscores my strategic acumen but also reflects my ability to foster collaborative environments that drive results.I thrive on challenges and am constantly seeking innovative solutions to complex financial needs. Whether it's crafting tailored insurance solutions or devising comprehensive sales strategies, I am committed to delivering unparalleled value to my clients and partners.As I embark on the next chapter of my professional journey, I look forward to leveraging my extensive experience and passion for excellence to make a meaningful impact in the financial services industry.

Eric Schultz's Current Company Details
Three Points Insurance Design, LLC

Three Points Insurance Design, Llc

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Expert in Financial Services Case Design & Analysis | Industry Speaker | Insurance Solutions Specialist with 24+ Years Experience | COO Delivering Independent, Innovative, Carrier Agnostic Solutions
Eric Schultz Work Experience Details
  • Three Points Insurance Design, Llc
    Chief Operating Officer
    Three Points Insurance Design, Llc Apr 2024 - Present
    Avon, Ct, Us
  • Transamerica
    Avp Of National Sales Desk
    Transamerica Dec 2016 - Apr 2024
    Baltimore, Maryland, Us
  • Transamerica
    National Sales Desk Director - Wfg And Tfa
    Transamerica Jan 2015 - Nov 2016
    Baltimore, Maryland, Us
  • Transamerica
    Sales Desk Manager - Wfg And Tfa
    Transamerica Jan 2012 - Feb 2015
    Baltimore, Maryland, Us
  • Transamerica
    Strategic Marketing
    Transamerica Sep 2007 - Jan 2012
    Baltimore, Maryland, Us
  • Western Regional Marketing Company
    Office Manager
    Western Regional Marketing Company Nov 1999 - Feb 2007

Eric Schultz Skills

Fixed Annuities Life Insurance Index Universal Life Universal Life Term Life Insurance Variable Life Retirement Planning

Eric Schultz Education Details

  • University Of Phoenix
    University Of Phoenix

Frequently Asked Questions about Eric Schultz

What company does Eric Schultz work for?

Eric Schultz works for Three Points Insurance Design, Llc

What is Eric Schultz's role at the current company?

Eric Schultz's current role is Expert in Financial Services Case Design & Analysis | Industry Speaker | Insurance Solutions Specialist with 24+ Years Experience | COO Delivering Independent, Innovative, Carrier Agnostic Solutions.

What is Eric Schultz's email address?

Eric Schultz's email address is er****@****ife.com

What schools did Eric Schultz attend?

Eric Schultz attended University Of Phoenix.

What skills is Eric Schultz known for?

Eric Schultz has skills like Fixed Annuities, Life Insurance, Index Universal Life, Universal Life, Term Life Insurance, Variable Life, Retirement Planning.

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