Mark Storms, Clu, Chfc Email & Phone Number

With the acquisition of A.I. Credit Corp., Wintrust Life Finance is now the largest traditional life insurance premium financing company in North America. Prior to the acquisition, I was the head of marketing at A.I. Credit Corp. and was instrumental in positioning the company for the sale.  Developed and launched marketing department that enhanced the firm’s presence and branding in the life insurance premium finance industry  Travel nationally to top producers, brokers, carriers, and wholesalers, focus on premium finance and how it will assist the client’s estate and/or business succession plan with life insurance Personally financed over $637 million of first year premium since 2010 and retain over $1 billion in total loans Create and maintain life insurance carrier relationships  Attend and present at national industry conferences (AALU, NAILBA, Forum400…) Created, implemented, and adjusted marketing plan to increase revenues and awareness while maintaining budget.  Develop new programs that proactively react to industry and estate planning changes  Develop marketing material for new and existing programs Created content for website www.wintrustlife.com with limited resources and minimum impact on budget

A.I. Credit Corp. (Member company of American International Group) Jersey City, NJAssistant Vice PresidentApril, 2004 – CurrentA.I. Credit Corp., a member company of American International Group, Inc. was the largest traditional life insurance premium financing company in North America and offered the experience of the country’s longest established premium financing program. A.I. Credit’s industry-leading innovative lending products and strategies enabled individuals to obtain the life insurance they need, while retaining their assets for other investment opportunities. Developed and launched marketing department that enhanced A.I. Credit Corp’s presence and branding in the life insurance premium finance industry  Traveled nationally to present premium financing to top producers, brokers & wholesalers Attended and presented at national industry conferences (AALU, NAILBA, International Forum…) Managed senior level relationships at major brokerage firms and life insurance companies Analyzed Requests for Proposals and collected information Created, implemented, and adjusted marketing plan to increase revenues while maintaining budget. Initiative increased industry awareness and revenue in excess of 50% Developed new lending programs that proactively reacted to industry changes  Produced marketing material for new and existing programs Developed suite of marketing brochures with assistance from outside vender  Created website www.aicreditcorp.com with limited resources and minimum impact on budget

AdvisorCentral, LLC (Subsidiary of Franklin Templeton, Putnam, Fidelity and PFPC) Boston, Mass.National Accounts ExecutiveMarch, 2002 – April, 2004AdvisorCentral is a web portal that was jointly owned by Franklin Templeton Investments, Fidelity Investments, Putnam Investments and PFPC.  Managed senior level relationships at mutual fund companies and broker dealers Responsible for Business Development across multiple distribution channels Increase revenue consistently throughout tenure and exceeded goals in excess of 100% Developed bi-weekly communication team meetings with sales and operation departments of business partners Created marketing and sales campaigns to increase market share  Present complex material to audiences ranging from 2 - 200 at industry trade shows, mutual fund families and brokerage firms Established an Advisory Council to gauge client satisfaction  Manage technical projects for multiple simultaneous installations

Franklin Templeton InvestmentsSt. Petersburg, FloridaRelationship ManagerNovember, 1998 – March, 2002Oversaw all aspects of the operations department for a multi billion dollar mutual fund company. Coordinate teams from sales, operations, legal, and retirement departments to analyze and resolve significant operational problems. Made onsite visits to over 50 top brokerage firms to ensure satisfaction while highlighting Franklin Templeton to capture new assets.  Responsible for developing relationships at key accounts, such as; Morgan Stanley, AXA Advisors, Pershing, ING, Lincoln Financial, Royal Alliance, MetLife, Guardian… Developed marketing campaign to help launch AdvisorCentral with peers at Fidelity Investments, Putnam Investments and PFPC Responsible for managing client inquiries and rectifying investment issues Proactively advised clients of fund information, objectives and changes Negotiated contracts for Network Reimbursement Fees with broker dealers Improved DALBAR survey rank from last place to fifth place within two years Segmented and Established Premier Teams to improve service for top tier clients Created Quality Assurance Team to focus on improving client satisfaction  Developed operational newsletter with a distribution of over 300 external clients Lead manager for redesigning department which identified over $600,000 in annual savings. Managed 4 AVPs, 2 Relationship Managers, 2 Relationship Manager Associates, 1 Manager, and 1 Project Manager Implemented new trading technology that resulted in over $180,000 in annual savings Promoted and implemented NSCC enhancements for FundSERV, Networking & Commission Settlement Other duties included staff development, project management, presentations…

Ba, Economics

Clu, Financial Planning & Life Insuance