Gregg A. Michael

Gregg A. Michael Email and Phone Number

Managing Director Institutional Partnerships Platform @ Schechter |Results-Driven Insurance Executive | Seasoned Revenue Growth Driver | Distribution Leader | HNW & UHNW Markets @ Schechter
Gregg A. Michael's Location
Nashville, Tennessee, United States, United States
Gregg A. Michael's Contact Details

Gregg A. Michael personal email

n/a

Gregg A. Michael phone numbers

About Gregg A. Michael

Schechter is a third-generation financial services firm operating thriving life insurance, registered investment advisory and private capital businesses. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including institutional quality investment advisory services, private capital, and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.As Managing Director, Gregg is responsible for leading and managing Schechter’s Institutional Partnership distribution platform that delivers our differentiating advanced life insurance designs, structures, marketing & educational materials, and point-of-sale capabilities through a national network of financial institutions, insurance intermediaries, advisors, and life insurance carriers serving the needs of the high net worth and ultra-high net worth markets.Gregg manages Schechter’s innovative life insurance distribution strategy with a focus on technical expertise, brand awareness, relationship development, in-depth advanced solutions, product training, and advisor education to gain mind and market share within these critical partnerships. Gregg also manages the service of partnerships that leverage Schechter’s expertise before, during & after policy engagement and acquisition, monitoring all strategies for performance.Gregg is an accomplished sales and distribution executive who holds an impressive 30-year track record of driving significant revenue results across multiple wholesale channels and through several industry-leading life insurance companies including Symetra, Principal Financial Group, Lincoln Financial Group, and Aetna Life & Annuity. Gregg’s relationship expertise, sales acumen, technical proficiency, and broad distribution leadership were instrumental in helping transform these companies from industry outliers into major national players. Gregg graduated Cum Laude from Villanova University with a degree in Economics and a minor in English. He currently resides in Nashville, TN with his wife of 24 years and their two children.

Gregg A. Michael's Current Company Details
Schechter

Schechter

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Managing Director Institutional Partnerships Platform @ Schechter |Results-Driven Insurance Executive | Seasoned Revenue Growth Driver | Distribution Leader | HNW & UHNW Markets
Gregg A. Michael Work Experience Details
  • Schechter
    Managing Director, Institutional Partnerships
    Schechter Dec 2020 - Present
    Birmingham, Michigan, Us
    Responsible for leading and scaling Schechter’s Institutional Partnership (IP) platform where we share and leverage our differentiating advanced design, point of sale and comprehensive ongoing service capabilities serving the HMW/UHNW markets with leading insurance and investment advisors nationally. Responsible for driving shared revenue activities with Strategic Partners (advisors) through four Institutional Partnership verticals - insurance carriers, BGAs, producer groups and RIAs. Have led dramatic growth in new Strategic Partners (SPs) adoption by over 125% since inception Have deepened existing IP partnerships as well as attracted leading national IPs across all four of Schechter’s distribution verticals. Driven multi-million dollar revenue growth from existing and new SPs and IPs since inception Along with Schechter executive leadership team, responsible for developing, enhancing and growing our IP/SP platform that encompasses technology, sales reporting & CRM, micro-site development, marketing, training and ongoing service deliverables for our partners.
  • Symetra
    National Vice President
    Symetra Oct 2014 - Mar 2020
    Bellevue, Wa, Us
    • Recruited by the CEO and SVP Life Distribution in a “start-up” role to elevate Symetra’s nascent market penetration across many of the industry’s leading National BGA partners, banks and financial institutions.• Drove all sales, marketing, advanced solutions and product training, business development, and relationship management efforts with Symetra's leading BGA partners and national financial institutions.• Grew Life Sales from $200,000 LIMRA premium prior to my arrival to over $60,000,000 during a five-year period• Elevated Symetra into National Player and CORE carrier status with the industry’s leading BGA and financial institutional distribution partners. • Member of Symetra’s Chairman's & President’s Council
  • Principal Financial Group
    Regional Vice President - Western United States
    Principal Financial Group Aug 2007 - Oct 2014
    Des Moines, Iowa, Us
    • National Sales Leader / Independent Life Distribution: 2008 - 2014 • Leading a team of three individuals - RVP, Life Wholesaler (Denver) and a Des Moines-based Internal Sales Consultant - in all sales, business development and marketing efforts in Principal's largest region representing 22% of the company's projected 2014 Life Sales. • Critical piece of Principal's distribution, marketing, business development and leadership efforts to strengthen market position, deepen core relationships, and drive greater revenue growth in Principal's Independent Life Distribution channel.• Personally responsible for driving over $130,000,000 LIMRA Premium through a network of the company's leading national independent distributors since joining Principal in August, 2007.• Helped launch and actively engaged in Principal's Marketing Advisory team that creates and executes Principal's corporate product marketing strategies for Independent Life Distribution.• Key partner with Principal's Busines Owner & Executive Solitions (BOES) team to deepen awareness, expand usage and drive revenue through our differentiating Advanced Solutions platform.
  • Lincoln Financial Distributors
    Sales Vice President - Strategic Partner Relationships
    Lincoln Financial Distributors Apr 1998 - Aug 2007
    Radnor, Pa, Us
    • National Sales Leader / MGA Distribution : 1998 - 2007 - Led all sales for ten consecutive years generating, on average, 25- 30% of all Lincoln's annual Life Sales results - Averaged $32,000,000 annual LIMRA Premium from 2000 - 2007 - Total LIMRA Premium sales exceeded $240,000,000 during this period - Yielded perennial record-breaking sales and business development results serving as the primary relationship and wholesaling touchpoint for Lincoln's most valued MGA distribution partners.
  • Aetna Life Insurance & Annuity Co (Aliac)
    Life Brokerage Manager
    Aetna Life Insurance & Annuity Co (Aliac) Sep 1991 - Apr 1998
    • Led all Life Brokerage professionals nationally (out of 75) in driving record-breaking sales in 1993, 1995, and 1998 • Among the Top Five Sales Leaders annually 1991 - 1998 out of 75 sales professionals • Responsible for recruitment, development and sales revenue through independent retail insurance brokers, estate planning professionals and broker dealer registered reps in both Southern California and San Francisco • Part of the acquisition of ALIAC by Lincoln National in 1998

Gregg A. Michael Skills

Insurance Retirement Sales Retirement Planning Life Insurance Business Development Estate Planning Strategic Partnerships Series 6 Marketing Employee Benefits Leadership Underwriting Wealth Recruiting Series 63 Relationship Management Strategic Financial Planning

Gregg A. Michael Education Details

  • Villanova University
    Villanova University
    Economics/English

Frequently Asked Questions about Gregg A. Michael

What company does Gregg A. Michael work for?

Gregg A. Michael works for Schechter

What is Gregg A. Michael's role at the current company?

Gregg A. Michael's current role is Managing Director Institutional Partnerships Platform @ Schechter |Results-Driven Insurance Executive | Seasoned Revenue Growth Driver | Distribution Leader | HNW & UHNW Markets.

What is Gregg A. Michael's email address?

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What is Gregg A. Michael's direct phone number?

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What schools did Gregg A. Michael attend?

Gregg A. Michael attended Villanova University.

What skills is Gregg A. Michael known for?

Gregg A. Michael has skills like Insurance, Retirement, Sales, Retirement Planning, Life Insurance, Business Development, Estate Planning, Strategic Partnerships, Series 6, Marketing, Employee Benefits, Leadership.

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