Managed various sized group medical plans including Vision, Dental, and Gap insurance.Currently putting together Chambers of Commerce association health plan in the state of Arizona.

Life and Health agent working with Tucson business professionals and individuals in all markets offering Whole Life, Term Life, Annuity products, as well as other financial services.

*Experienced Senior Level Insurance producer leading in a complex environment offering; Health, Life, Disability and 403-B's to private schools. *Achieved cost savings of up to 50% by forming large group MEWA'S (Multiple Employer Welfare Association) for private schools to purchase employee benefits, by sharing the risk and offering better benefits. Experience in fully insured and level and self funded plans.*Acting as an advocate for change to influence others to see value. Actively managing and servicing these accounts including M-1 legal filings, preparing 990 tax filings. *Proactively develops, directs, lead sales and marketing strategies while ensuring the successful attainment of the strategic objectives offering "Best In Class" insurance options. *Plan and conduct quarterly meetings with school administrators delivering rate negotiations with carriers, trend changes, marketing updates, and wellness initiatives. *Build strong relationships and collaboration through open conversations and continuously looking for opportunities to build skills and share learning.

Offering retirement options: Traditional and Roth IRA's, SEP's, 529 Educational Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities.

Successfully operating a brand bank which included actively managing up to 20 employees. Hands on training for employees including all bank products, regulations and sales skills. I originated HELOC's and HELOAN's (Home Equity Line of Credit Home Equity Loans).

Internal Wholesaler in the Midwest region of the United States working closely with over 1700 securities licensed and insurance professionals to build a successful sales strategy in the bank environment.

Recognized National Top Producer offering Mutual Funds, Fixed, Index, and Variable Annuities. Invited to collaborate with carriers in product development and design. Created a multi-level tier annuity with varied surrender periods and rates. Published in the GNA National News Magazine.. Interviewed, trained and mentored all new licensed representatives. Spoke at national sales conferences regularly.