Matt Parke, Mba,Flmi,Ricp Email & Phone Number

As a Retirement Income Consultant at Ash Brokerage, my goal is to help advisors in the South Central area, specifically Northern Texas, Oklahoma, Arkansas and Louisiana identify new sales opportunities, provide consultative & comprehensive insurance support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around annuity and income planning solutions for financial advisors and planners. I'm focused on building relationships with advisors to help maximize the impact that Ash Brokerage can have on their practice. I am committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. I offer hands-on expertise, as well as, an unbiased and objective analysis of all insurance needs. I am completely product agnostic, simply looking to find the best solution for clients. I help all advisors involved in the planning process to have peace of mind and confidence in finding the right solution for their clients.I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.

Indianapolis, Indiana Area

As an Internal Annuity Wholesaler at Ash Brokerage, I work directly with our external wholesalers and advisors to strategically manage a territory, cultivate new relationships and increase sales opportunities for advisors and their practice. Additionally, we work to: * Promote, market and educate advisors on companies’ products and services using effective sales and marketing techniques. *Possess knowledge of all company products and creative ways to market these products for advisors using advanced marketing concepts. Provide advisors with product information, quotations and materials required to be licensed and/or write business. Understand in detail annuities, life insurance, long-term care, Medicaid and tax code relating to the industry. *Introduce advisors to our value-added programs and their benefits. Identify and maintain contact with potential and existing advisors. *Identify and maintain contact through follow-up on product quotes and materials sent to advisors.*Provide advisors with support and problem solving in all areas.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions for their clients. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs.

Promoted Fixed, Fixed Indexed, Linked Benefit and Immediate Annuities to brokers and registered reps throughout the Southeastern United States.

Work with clients to maintain the compliance of their 403(b) and non-profits plans held at AUL. Focusing on the impact of new 403(b) regulations and new requirements placed upon plan sponsors.

-Transition new employers/partners into new business relationships with ADMin Solutions.-Identify plan components and develop plan document for the employer.-Establish the plan parameters and establish the account on the administration system.-Work with employers/partners to address any issues and address with operations any procedural troubleshooting and/or design procedural changes to accommodate.

-Managed an internal consulting project team comprised of employees from various business areas focused on developing new division to support group business.-Presented recommendations for the new business unit to the senior management team.-Responsible for monitoring processes and re-evaluation for efficiencies and greater controls.-Coordination and implementation of a new front end cash management system to work with various administration systems and wholesale lockboxes.-Responsible for being the lead IT liaison for the existing department as well as future rollouts; prioritized service requests and the workload for shared resources.-Area responsible for development of Sarbanes-Oxley controls and the compliance to their stated tests.

-Worked with Independent Marketing Organizations and agents on an internal exchange program for universal life products.-Program increased reserve basis for the company while engaging field distribution during decreased ratings and bankruptcy.-Partnered with field vice president for marketing of the program that produced over $20 million in net annualized premium in 2003.-Responsibilities included agent training, data analysis, project management, coordination with all areas of operations, and fieldwork.

Wholesaled Jackson National Fixed and Fixed Indexed Annuities as well as Life Insurance.

Marketed a full portfolio of solutions to consumers including lending and investment accounts.

Bachelor Of Arts (Ba), English Language And Literature, General

Master Of Business Administration (Mba), Business Administration And Management, General

Education record