Responsible for:The initial and ongoing due diligence required to onboard new insurance carriers and products.Non-Resident Alien and Foreign National programs for insurance.Private Placement Life Insurance OfferingPremium Financing for new insurance policiesDistribution of Disability products including three High Limit Disability providersDistribution of traditional and hybrid LTC products through a dedicated LTC deskOverseeing the Property & Casualty Insurance referral programNon-Qualified Deferred CompensationSplit-Funded Defined BenefitsMaintain all content, both educational and informational on the insurance intranet siteWork with carriers, providers of third party solutions to execute agreement to be on the platformRepresent insurance at the monthly insurance product committeeInteract with the general agency's, third party providers and the Financial Advisors as the SME for insurance

Responsible for the the overall management of 17 life insurance carriers, Third Party Administrators and General Agencies that provide insurance services to the firm. Manage all insurance related products including permanent and term insurance products, health and welfare products (long term care, disability income, group health plans and 125 cafeteria plans)

MDRT Producing Branch Manager, recruiting, personal production, field training for new agents.