Jon Marshall Email & Phone Number

- Provide Financial Advisors with education, training and marketing support- Work internally with Financial Advisors providing education on the benefits of Fixed & Index Annuities - Design alternative investment strategies for fixed income clients- Develop asset protection strategies- Develop unique income planning solutions specific to each client’s specific goals- Assist advisors in the sales process; pre-sales to issuance on contracts- Create marketing plans and strategic goals for advisor practices- Maintain the highest integrity as it relates to carrier & product selection

Flint, Mi

- Successfully managed construction labor. - Lead consultant on various multi-million dollar construction projects.- Worked directly with corporate officers including Vice Presidents of multi-million dollar companies such as Graybar Electric, IES Commercial Electrical Contractors, VECA Electric, and North Coast Electric.- Analyzed sensitive customer financial data; Responsible for making labor recommendations based on financial data trends- Performed manuscript drafting for a number of publications currently being developed- Responsible for conducting market-share research for various IBEW-NECA chapters (International Brotherhood of Electrical Workers – National Electrical Contractors Association)

Bachelor Of Science (Bs), Political Science And Government

Master'S Degree (Mpa), Public Administration