CL Life and Annuity Insurance Company is part of Crestline Investors, Inc., an institutional alternative investment management firm based in Fort Worth since 1997.

Drive life and annuity sales in an independent distribution. Recruit all levels of distribution. Create business plan to drive activity. Implement training programs. Product development including design, pricing, and distribution model. Monitor, and analyze department budget. Present sales results to Board of Directors. Coach employees to success.

Manage 16 career district offices recruiting and sales efforts. Motivate agents through trainings, conference calls and webinars. Promote life insurance (IUL), annuities, long-term care, disability, and critical care insurance. Drive sales through case design.

Built B2B relationships with strategic marketing partners. Created recruiting and sales campaigns delivered virtually Focused on fixed indexed annuities. Designed mass-market campaigns. Managed competition desk. Reporting to WINK and LIMRA. Liaison for sales/distribution with legal, administration and IT departments.

B-2-B connections with independent broker-dealers. Uncover, research and cold-call perspective partners. Solidified relationships with established partners. Created call campaigns for 29 wholesalers. Territory was the Western third of US.

Davis Life Brokerage, based in West Des Moines Iowa, is the full service wholesale insurance brokerage for top insurance professionals, serving the needs of independent agents. My goal is to help agents grow their business through our knowledge and expertise in sales, marketing and a comprehensive array of financial products.

Be the hero in your own story - is my motto. Triumph Financial Group is built on the passion of helping people with respect to their needs and what they want their financial futures to be. Life Insurance and Annuities to protect what you have worked so hard to build are my primary focus.

Managed business to business sales relationships with 21 career marketing organizations. Worked closely with agents, senior leadership, and personnel from wide-ranging departments to devise marketing plans, establish recruiting goals and identify ways to increase efficiency, and resolve distribution issues. Administered $50K annual travel/expense budget. Conducted yearly FINRA-required securities office inspections.• Averaged over 200 training sessions on annuity and life insurance products per year, designing classroom and web-based curriculum, product and sales concepts, and aids in recruiting and boost sales.• Averaged 15% sales growth each year.

Position charged with solidifying and growing business affiliations with 6 IMO/NMOs maintaining contact via regular phone calls and personal visits. Focused on Fixed Index Annuity and Indexed Universal Life. Traveled across the US to assist in facilitating sales meetings and recruiting seminars. • Traveled 70% • Catapulted annual annuity sales from $300M to $450M over 2-year period.• Formulated and implemented plans to increase number of selling agents within partner marketing organizations

Ensured a good business relationship with 8 assigned distribution partners by weekly phone contact and regular personal visits. Generated over $300 million in annuity sales in 2004, $450 million in 2005Travel nationally to assist in sales meetings and recruiting seminars. Over 60 meeting conducted in 2005Research and implement plan to increase number of selling agents, recruited over 100 new agents annually

Recommend and advise producers on products, marketing programs, provide technical knowledge on tax laws and produced product illustrationsDevelop, enhance and retain relationships of top producers. Top 10 agents were consist for 3 consecutive years Educate new producers on company products, sales processes and

Train agents on marketing concepts while showing the features and benefits of life insurance and annuity productsTook over 100 in-bound and 50 out-bound phone calls to generate sales

Motivated and provided marketing and sales support to bank distribution of 750 agents for the sales of life insurance, annuities, disability and group insuranceAnswer underwriting questions and assist with placement of rated life insurance policies, averaged placement ratio of 60%

Provided prompt and accurate support for retail sales force concerning applications, correspondence and account informationMaintain computer database of client account information and generated various monthly reports for management team.Figure commissions and calculate payroll for 18 agents