Lynn Williams Email & Phone Number

Greater Los Angeles Area

Recruit, develop and expand independent financial advisor relationships by delivering appropriate insurance based solutions that integrate with their practice management standards and align with the client's financial plan. My focus is to make doing insurance easier and more profitable for the advisor and their clients with expertise in:> Charitable Giving, Roth Alternatives, Legacy Planning, Foreign National Markets> Estate Equalization, Linked Benefit LTC, Contract Performance Evaluation > Strategies to Minimize/ eliminate Capital Gains & Income Taxes > Point of Sale > Integration of Technology to eliminate paper & expedite processing

Greater Los Angeles Area

Global insurance is an independent life brokerage agency providing strategic consulting services to institutional and independent advisors with a focus in the mass affluent, high net worth and foreign nationals market. Key relationships have been established with LPL Financial, Investors Capital, HSBC and J.P. Morgan Chase. A dedicated team of experienced professionals are based in Bala Cynwyd, PA with affiliated offices in Miami and Los Angeles.

San Diego, Ca

LPL Insurance Associates, Inc. (IAI) is wholly owned by LPL Holding, parent of LPL Financial, the nation’s largest independent broker dealer with 14,000+ advisors. Established in 2004 IAI is an unbiased resource for fixed life insurance. Negotiated and secured over 20 top rated carrier contracts while recruiting a team of 30+ seasoned professionals providing sales & marketing support and New Business processing. Grew submitted business from 218 in 2005 to over 7,000 in 2008 while maintaining service ratings of 87 to 93%.

Greater Los Angeles Area

AJG is the 4th largest broker of Property & Casualty insurance products and services on a retail basis in the U.S. market and is the parent of Flynn Associates. AJG is a dominant player in the U.S. for medical malpractice, religious sector, construction and captive markets. Flynn Associates was the wholesale distribution platform for life, annuity and long term care products to independent agents, financial advisors, planners, CPA’s and institutions providing advanced market support, case design and impaired risk underwriting services. Managed a staff of 36. Increased pre-tax revenue to nearly 15% from prior year loss of (2.6%)

Greater Omaha Area

An established mutual insurance company focused on providing individual and group life and health benefits. They are a financially stable and well regarded company in the industry and have a very positive image with consumers. Managed staff of 50 supporting 5 distribution channels for Brokerage Sales,Bank, Broker Dealers, Health and Special Risk

Lynchburg, Virginia

GE acquired First Colony and continued to provide competitive products and services to individual independent brokerage and the structured settlement distribution channels. First Colony had a consistent record of growth and was an industry leader in the term and annuity marketplace. Supervised 3 regional offices supporting 200+ relationships nationally.

Education record

Bs, Bus, Admn.

Activities and Societies: Member Gama Iota SigmaGraduated with a double major in: -Marketing -Insurance & Risk