Cathy Gumbiner Email and Phone Number
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With over 25 years of experience in the financial services industry and sales, I am passionate about helping people achieve their goals and live their best lives as well as leaving the legacy they want for their families. I created Hall of Fame Financial when I realized that some of my athlete friends said that they wished they would have educated themselves more on their finances early on in their careers. The mission and vision for Hall of Fame Financial has been to provide the education, additional income opportunities and second career options for the retired athletes. In addition, our carefully chosen Hall of Fame Financial Coaches can help business owners, individuals and their families create game winning strategies for life, retirement and estate planning. As President and Founder of Hall of Fame Financial, bringing on the best partners and products is something I take very seriously. Contact me at cathy@halloffamefinancial.com if you are interested in creating your personal game plan for life or if you are an independent financial professional looking to be a game changer in the industry and help more clients - we'd love to talk to you! Becoming National Director of Sales and Market Development at Estate Docs Pro has aligned with my passion for educating people on their legacy. We work with financial professionals who, through our software platform, are able to offer living trusts to their clients. It completes the estate planning process and keeps clients' assets in their control - not the governments control - PROBATE! Contact me at cathy@estatedocspro.com to learn more! I enjoy speaking and sharing my knowledge and insights with diverse audiences. Hope to connect with you!
Estatedocspro.Com
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National Director Of Sales And Market DevelopmentEstatedocspro.Com Nov 2023 - PresentPhoenix, Us -
Founder/PresidentHall Of Fame Financial Apr 2016 - PresentChanhassen, Minnesota, Us -
Founder/CeoHall Of Fame Financial Apr 2024 - Apr 2024Chanhassen, Minnesota, Us -
PresidentHall Of Fame Financial May 2016 - Apr 2024Chanhassen, Minnesota, Us -
President/Hall Of Fame FinancialHall Of Fame Financial May 2015 - May 2016Chanhassen, Minnesota, UsHall of Fame Financial has been providing financial literacy for athletes and retirees so they do not run out of income in retirement. Our Hall of Fame Financial Coaches will present winning game plan strategies that ensure you end up with a win for your retirementCathy's background with industry leaders such as Allianz, Prudential and Thrivent Financial taught her the importance of planning for the future for not only yourself, but your family. Hall of Fame Financial's goal is to provide the insights and products that will help alleviate the fears and concerns all retirees face. Learn more about these at our events coming soon to your area.These events will also give retired players an opportunity to earn much needed additional income as well as possible second career opportunities. -
PresidentSmall World Solutions Group Jan 2022 - Jun 2024Stay Healthy. Save Money. Thrive. If the pandemic taught us anything, it's this: Too many of us live on the financial breaking point. Too many of us are stressed, anxious and struggling. It's impacting our emotional and mental health. The down-stream consequences of living like this affect our relationships, our families and friends, our careers and our lives. The two most essential things we need right now are:ways to get financial helpaccess to affordable health and well-being solutionsWe're proud to offer you solutions to these needs and more.We have strategies that will help.Let's create your solution together.
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Marketing ConsultantEca Marketing Sep 2010 - Jun 2019Eden Praire, Mn, UsCathy joined ECA Marketing in 2010, bringing with her 12 years in the industry. Working with companies like Prudential, Allianz and Thrivent Financial, she has had the opportunity to work with agents and IMO’s across the country. A licensed and certified CE instructor, she has conducted hundreds of seminars, webinars and workshops.Cathy’s experience has equipped her with all of the necessary skills needed to help independent agents get in front of more clients with the best sales and marketing tools available as well as the most suitable products to position for each case. Her motivational and forward thinking will always get you thinking about that next appointment. Cathy lives in Chanhassen, MN and has three wonderful sons; Keaton, Austin, and Mason. Sports, theater, music and a family cabin in Hayward, WI fill up most of her free time. -
Sales SupervisorAssurant Health Dec 2008 - Feb 2010Atlanta, Georgia, UsResponsible for leading and developing team of sales agents to achieve and exceed sales goals. -
Field ExecutiveAllianz Life Nov 2006 - Apr 2008Minneapolis, MnDesigned and developed content for and presented fixed annuity CE workshops around the country to independent agents, training them on products and positioning resulting in 72% increase in applications from the agents in attendance. -
Field ExecutiveAllianz Life 2000 - 2008Minneapolis, Mn -
Sr Sales ConsultantAllianz Life Nov 2005 - Nov 2006Minneapolis, MnTraining of field marketers and independent agents via workshops, webinars, teleconferences and webinars -
Team ManagerAllianz Life Jun 2002 - Nov 2005Minneapolis, MnEffectively managed team of 15-20 phone representatives in the Client Services call center environment. -
Retention RepresentativePrudential 1999 - 2000
Cathy Gumbiner Skills
Frequently Asked Questions about Cathy Gumbiner
What company does Cathy Gumbiner work for?
Cathy Gumbiner works for Estatedocspro.com
What is Cathy Gumbiner's role at the current company?
Cathy Gumbiner's current role is National Director of Sales & Market Development @ Estate Docs ProPresident/Founder @ Hall of Fame Financial ™.
What is Cathy Gumbiner's email address?
Cathy Gumbiner's email address is ca****@****rce.com
What is Cathy Gumbiner's direct phone number?
Cathy Gumbiner's direct phone number is (800) 356*****
What skills is Cathy Gumbiner known for?
Cathy Gumbiner has skills like Leadership, Team Building, Sales Process, Public Speaking, Fixed Annuities, Salesforce.com, Indexed Annuities, Insurance, Retirement Planning, Account Management, Sales, Financial Planning.
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