Jeffrey Reid Email & Phone Number

I am passionate about leading and building organizations. Through Visionary Leadership, my teams gain professional development and develop the necessary tools for success. The best executives empower their employees and create leaders.My 32 plus years of executive leadership in the insurance industry has allowed me to mentor and develop many talented professionals. I successfully transformed a start-up life, long term care, annuity, and disability insurance brokerage agency into a national independent distribution company.At the core of my achievements is my full knowledge of advanced sales strategies, the transfer of business and legacy assets for affluent clients, retirement solutions and premium financing. I began my career as an insurance company Brokerage Director and was awarded the top sales firm in the nation. Once I decided to partner with a colleague to build our own company, I put my knowledge and relationship skills to use to expand our business to a national distribution company.I take an authentic interest in getting to know my customers personally and professionally. I learn about their business practice and what their goals are so I can help them implement a plan of action to achieve their goals. I take the same approach with employees.Creating Impact✔ A national reputation for high integrity and trust that delivers solutions and executes successfully.✔ As Co-Founder/Managing Partner, successfully contributed to record annual sales, placing over $100B of life insurance in force and over $600 million of total paid premiums.✔ I have Recruited and mentored 6,000+ life insurance agents and financial advisors. I enjoy elevating the advisor’s knowledge of new and complex wealth management & estate planning strategies and business owner solutions that allow their clients to realize salient solutions, fulfill dreams and provide legacies for their businesses and loved ones.Please connect with me to see how we can collaborate on future projects.

Listed skills include Insurance, Fixed Annuities, Disability Insurance, Long Term Care, and 40 others.

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  Role listed

  University Of Southern California

  San Diego, Ca, Us

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  University Of Southern California

  Bachelor Of Arts (B.A.)