Gregg Janes, Clu, Chfc Email & Phone Number

Atlanta Metropolitan Area

Working with the leadership team to bring marketing services and other key support elements to the Sub-IMO channel of Simplicity.

Atlanta Metropolitan Area

Provide marketing and sales support and services to member firms of LIBRA, a national insurance marketing organization with over 90 member BGA and IMO firms.

Greater Atlanta Area

Provide marketing and technology support and services to member firms of Insurance Designer of America (IDA), a national insurance marketing organization with over 50 member BGA and IMO firms.- Write, edit and produce all marketing materials, weekly newsletters, campaigns and maintain/enhance website;- Foster relationships with IDA firms and core life insurance/annuity/disability/LTC carriers. This includes the development and maintenance of several reporting items, such as the Carrier Scorecard, the Partner Profiles and the Carrier Marketing Analysis;- Research technology solutions to common firm problems/issues. Through vendor management, secure third party solutions. When no third party solution available, design solution and implement through development companies;- Working with IDA team members and meeting planners, develop agenda/content for multiple annual IDA meetings. Present and/or chair panels for key agenda items at meetings. Create marketing campaigns for these meetings;- Chair multiple IDA Committees, including the Technology, Marketing and Key Office Personnel Committees;- Participate in and provide follow-up research/solutions discussed in the regular IDA Board Meetings.

Providing technology and marketing solutions to firms in need of financial planning, life insurance and advanced sales/marketing, suitability/best interest compliance subject matter expertise; developing content and calculators in specific software-suitable formats.For Assurance (assuranceapp.com):• NY DFS 187 Compliance Application: Developed detailed user interface specifications and basic decision logic for New York Department of Financial Services Regulation 187 suitability/best interest compliance application addressing both life insurance and annuity products.• Ensight Product: Designed four advanced life insurance sales concept calculator presentations for their flagship product – LIRP, Retirement Shortfall, Taxable Account Comparison and Intermittent Cash Needs.• Enterprise Client Meetings: Attended several meetings, representing Assurance as a SME.

Houston, Texas Area

As a key member of the Marketing Leadership Team for domestic life distribution, create, deploy, manage and track effectiveness of marketing and sales support tools, campaigns and programs to help drive the sale of IUL, GUL and Term life insurance product lines. Support a wide spectrum of markets (advanced business/estate planning to simple survivor needs) and distribution channels (brokerage to B/D to career to hybrid models).

Houston, Texas Area

Drive the sale of life insurance, annuity, and A&H products in advanced sales scenarios. Create marketing strategies, material and programs targeted at high net worth and business owner clients. Work with all distribution channels to ensure the effectiveness of AIG's efforts in advanced markets.

Responsible for developing the overall platform strategy as it relates to financial Advisors and their clients. Through direct research, general business intelligence, LPL business unit interface, vendor analysis, and direct Advisor communications, provided direction on the various technology offerings in the marketplace and maintained a reportable landscape of current and future technology.

Formerly EISIChief architect of product vision and primary designer. Led the product management and business analysis functions for the most popular application of the largest financial planning software company in the United States, generating $18M in revenue. Primary mission was to maintain the market prominence of the lead application that integrated retirement, education, survivor needs, disability, long-term care, business and estate planning objectives into one consumer-ready financial plan.

Formerly Kettley Publishing CompanyAs a member of the Executive Team, responsible for strategic direction of a financial planning software company. Directed the creation and maintenance of all products and services targeted at financial planners. Managed all product management, business analysis, engineering, quality assurance, integration, compliance, professional services and user support functions. Acted as the chief financial planning subject matter expert. Participated successfully in many significant corporate sales efforts.

Headed up marketing operations for manufacturer of retail store fixtures and furniture. Supervised staff and managed outsourcing to achieve goals. Responsible for all aspects of marketing including: advertising, tradeshows, mailing programs, special events and coordination of marketing with sales team.

Created and spearheaded the Market Development Unit. Designed, tested and delivered imaginative and effective marketing approaches. Hired all new staff. Managed 20-member teams. Responsibilities included: negotiating contracts; managing budget; tracking progress; identifying implementation strategies; and monitoring project cost-effectiveness. Creative responsibilities included finding/creating 'new ideas’ then creating the approach to the consumer, marketing brochures, presentations, videos, and software applications.

Conducted successful financial planning operation resulting in sales of insurance and securities products. Marketed to business owner and high net worth individuals, using counselor-selling approach.

Chartered Life Underwriter (Clu)

Chartered Financial Consultant (Chfc)

Business, Business Administration