Kenneth Carlson

Kenneth Carlson Email and Phone Number

InsureTech Brokerage @ National Life Group
Montpelier, VT
Kenneth Carlson's Location
New York City Metropolitan Area, United States, United States
About Kenneth Carlson

I am looking for successful, independent producers (brokers) and financial advisors who offer Life, DI and annuity products to their clients. In turn, you can expect one-on-one support for all your clients needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations. Give me a call: 908-884-5873 or email me at ken.carlson@insuretechbrokerage.comSpecialties: Life Insurance (IUL, UL, Term, Whole Life)Disability Insurance (Individual and multi-life groups)Long Term Care Insurance (Individual and multi-life groups)Fixed and Indexed AnnuitiesDeferred Income and Immediate Income Annuities (DIA's and SPIA's)Advanced Planning Strategies:Retirement SupplementPremium FinanceLife Insurance in qualified plansMulti-life disability plans

Kenneth Carlson's Current Company Details
National Life Group

National Life Group

View
InsureTech Brokerage
Montpelier, VT
Website:
nationallife.com
Employees:
1
Kenneth Carlson Work Experience Details
  • National Life Group
    Managing Director-Insurance Brokerage Sales
    National Life Group Jan 2023 - Present
    Montpelier, Vt, Us
    Distribute Insurance products to Insurance Producers and Financial Advisors. I support Financial Advisors, Insurance Agents, Employee Benefits Consultants and Property Casualty Firms.Life Insurance, Disability Income Insurance and Fixed/Indexed Annuities.Kenneth Carlson is licensed to sell insurance in (NJ, NY and PA). An endorsement of this individual may not reflect others’ views or experience. TC140585(0324)3
    View
  • Insuretech Brokerage
    Partner
    Insuretech Brokerage Jan 2023 - Present
    New York, Ny, Us
    Life Insurance (Term, IUL, UL, Whole Life)Disability Insurance (Individual and discounted groups)Annuities (Fixed, Income and Indexed)Founded by Advisors for Advisors. Zach Brody and Rich Donado were searching for the right Brokerage General Agency (BGA) to offer insurance solutions to their firm. They realized that there was not a forward-thinking and tech driven BGA. Most BGAs still use paper applications and appointment forms, have no way of knowing which carriers are best suited for client’s needs, and have an average turn-around time (application-to-delivery) of four weeks. InsureTech was born from a need to provide streamlined solutions. Our average case turn-around time is ten days, but many cases are approved in as little as twenty four hours. Please check our services page to learn how we operate.
    View
  • Massmutual
    Senior Vice President Of Brokerage
    Massmutual Jun 2009 - Dec 2022
    Springfield, Massachusetts, Us
    View
  • Indigo Capital
    Vp Of Sales
    Indigo Capital Oct 2006 - May 2009
    Us
    View
  • Massmutual Financial Group
    Disability Income Wholesaler - New York City
    Massmutual Financial Group Jan 1999 - Oct 2006
    Springfield, Massachusetts, Us
    View
  • Provident Mutual-Meeker Sharkey
    Agent
    Provident Mutual-Meeker Sharkey 1994 - 1999
  • Prudential Financial
    Special Agent
    Prudential Financial 1990 - 1994
    Newark, New Jersey, Us
    View

Frequently Asked Questions about Kenneth Carlson

What company does Kenneth Carlson work for?

Kenneth Carlson works for National Life Group

What is Kenneth Carlson's role at the current company?

Kenneth Carlson's current role is InsureTech Brokerage.

Who are Kenneth Carlson's colleagues?

Kenneth Carlson's colleagues are Michael Chiarella, Flona Dong, Lesley Campbell, Erik Estrada, Monica Hughes, Dante Jones, Adrienne Moore.

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