Michael Brandone, Clu, Chfc, Cfp

Michael Brandone, Clu, Chfc, Cfp Email and Phone Number

Managing Partner @ MRB Management Group LLC
Frisco, TX, US
Michael Brandone, Clu, Chfc, Cfp's Location
Frisco, Texas, United States, United States
Michael Brandone, Clu, Chfc, Cfp's Contact Details

Michael Brandone, Clu, Chfc, Cfp work email

Michael Brandone, Clu, Chfc, Cfp personal email

About Michael Brandone, Clu, Chfc, Cfp

Michael Brandone is a Registered Representative and Investment Adviser Representative of GLP Investment Services and Asset Allocation Strategies, LLC. Securities are offered through GLP Investment Services, LLC. Farmington, MI 48336, 248.489.0101, Member FINRA/SIPC. Investment Advisory Services are offered through Asset Allocation Strategies, LLC., a registered Investment Advisor.

Michael Brandone, Clu, Chfc, Cfp's Current Company Details
MRB Management Group LLC

Mrb Management Group Llc

View
Managing Partner
Frisco, TX, US
Employees:
87
Michael Brandone, Clu, Chfc, Cfp Work Experience Details
  • Mrb Management Group Llc
    Managing Partner
    Mrb Management Group Llc
    Frisco, Tx, Us
  • Glp & Associates
    Investment Advisor Representative At Asset Allocation Strategies, Llc
    Glp & Associates Oct 2018 - Present
    Frisco, Texas
    GLP & Associates is a leading provider of retirement and protection solutions since 1969 in the K-12 403b market and offers a variety of platforms, support and options to meet those needs for financial advisors and their clients.Michael Brandone, is a Registered Representative and Investment Adviser Representative of GLP Investment Services and Asset Allocation Strategies, LLC. Securities are offered through GLP Investment Services, LLC. Farmington, MI 48336, 248-489-0101, Member FNIRA/SIPC. Investment Advisory Services are offered through Asset Allocation Strategies, LLC., a Registered Investment Advisor. GLP Investment Services, LLC. and Asset Allocation Strategies, LLC are affiliated firms and wholly owned subsidiaries of GLP Financial Group.
  • Mrb Management Group Llc
    Managing Partner
    Mrb Management Group Llc 2016 - Present
    Frisco, Texas
    A consulting firm providing marketing and educational services on issues concerning new Department of Labor fiduciary rules to banks, broker dealers, RIAs, insurance companies, and third-party marketing firms. Acquire and advise new clients and recommend strategies, plans, and education for impending implementation of the new DOL rules.➢ $100,000 potential revenue generated by recruiting a partner with extensive communications and marketing experience to bring in business, sales, and communication campaigns.➢ $38,000 revenue generated by negotiating eight new contracts within the first 90 days of operation and developing six industry partners to refer clients.
  • Cla Usa, Inc
    Vice President Independent Brokerage
    Cla Usa, Inc 2013 - 2015
    Frisco, Texas
    A third-party marketing firm (wholesaler of life insurance and fixed annuities) and registered investment advisory firm. Directed day-to-day operations recruited / trained agents and advisors, managed sales staff, negotiated selling agreements, and managed all compliance requirements, budget, and sales.➢ $25 million in sales obtained during a two-year period by recruiting 276 of 413 agents, a 67% conversion rate.➢ $11 million in new assets sold and acquired during the team's first year by recruiting 48 and hiring 26 of 116 agents from captive division.
  • Insurance Network America
    Sales Manager And Head Of The Financial Products Division, Field Suitability Officer
    Insurance Network America 2009 - 2013
    Boise, Idaho Area
    A third-party marketing firm (wholesaler of life insurance and fixed and fixed index annuities). Managed internal sales staff, responsible for sign-off on suitable new annuity business. Drove and managed all marketing and sales communications.➢ $50 million in new business sales acquired during first year at the firm with total sales growth during tenure reaching 250%.➢ 30% reduction in suitability exposure for three affiliated field marketing firms reached by restoring application to good order.
  • Horizon Financial Services And Vue Insurance Services
    President
    Horizon Financial Services And Vue Insurance Services 2008 - 2010
    Carlsbad, Ca
    A general agency and insurance brokerage firm for securities, life insurance, and annuities. Managed day-to-day operations and recruiting and negotiated selling agreements.
  • Metlife
    Regional Sales Director
    Metlife 2003 - 2008
    Carlsbad, Ca
    A seller of insurance and securities products, including annuities, life insurance, and securities. Managed sales and client relations and business development. Supervised sales representatives and recruiting / training staff.➢ $3.5 million increase in GDC realized by raising number of advisers from 30 to 60 in three years and recruiting 70 independent brokers to the firm.➢ Rolled out pilot for company workplace education seminar program, based on significant work of increasing large group cases, adding new small group cases, and retaining existing cases during a three-year period.➢ 115% of sales goals consistently met each year by offering mentorship and training programs to the team, motivating members to reconnect with neglected clients, and replacing 30 nonproductive advisers.➢ 113% field office profitability generated by consistently ranking in the top three field offices for revenue.
  • Zurich Kemper Life
    Senior Vice-President/Chief Marketing Officer
    Zurich Kemper Life 1999 - 2003
    Long Grove, Il
    Provider of retirement plans and annuity sales. Responsible for communications, sales, proposals, internal wholesales, business and product development, client relationship management, and budgeting. Managed division and staff of ten.➢ 240% in sales growth accomplished by delivering retirement plan software to more than 3,000 agents, reorganizing staff, and providing greater freedom to the team.➢ 25% field utilization on a new compensation model secured by training advisors on the program and communicating the long-term view of compensation and wealth management.➢ Created and implemented a request for a proposals desk, which received 40+ requests during the first year, and converted 28 cases to clients.
  • Aetna
    Managing Director
    Aetna 1990 - 1999
    Los Angeles, Ca
    A retirement plan services firm, handling annuities and securities. Served as training director and financial planning director, handling sales and presentation training, recruiting, budget and business management, and client relations.➢ 135% rise in overall sales secured by realigning sales teams to enroll, service, and support neglected cases and customers and creating a mentorship program to build teamwork.➢ 35% jump in financial planning sales realized by establishing four new field offices.

Michael Brandone, Clu, Chfc, Cfp Skills

Insurance Retirement Planning Fixed Annuities Investments Retirement Employee Benefits Management Sales Financial Planning Leadership Financial Services Start Ups Life Insurance Long Term Care Financial Advisory Strategic Financial Planning Executive Management Marketing Wealth Management Crm Training Finance Estate Planning Mutual Funds Long Term Care Insurance Whole Life Underwriting Sales Management Critical Illness Small Business 401k Recruiting Disability Insurance Mergers And Acquisitions Term Life Insurance Series 6 Financial Planners Health Savings Accounts Iras Relationship Management Project Management Health Insurance

Michael Brandone, Clu, Chfc, Cfp Education Details

Frequently Asked Questions about Michael Brandone, Clu, Chfc, Cfp

What company does Michael Brandone, Clu, Chfc, Cfp work for?

Michael Brandone, Clu, Chfc, Cfp works for Mrb Management Group Llc

What is Michael Brandone, Clu, Chfc, Cfp's role at the current company?

Michael Brandone, Clu, Chfc, Cfp's current role is Managing Partner.

What is Michael Brandone, Clu, Chfc, Cfp's email address?

Michael Brandone, Clu, Chfc, Cfp's email address is mb****@****hoo.com

What schools did Michael Brandone, Clu, Chfc, Cfp attend?

Michael Brandone, Clu, Chfc, Cfp attended State University Of New York - System.

What skills is Michael Brandone, Clu, Chfc, Cfp known for?

Michael Brandone, Clu, Chfc, Cfp has skills like Insurance, Retirement Planning, Fixed Annuities, Investments, Retirement, Employee Benefits, Management, Sales, Financial Planning, Leadership, Financial Services, Start Ups.

Who are Michael Brandone, Clu, Chfc, Cfp's colleagues?

Michael Brandone, Clu, Chfc, Cfp's colleagues are Judith Graning, Mike Lucarelli, Matthew Desantos, James Lange, Matt Wynalda, Paula Welsh, Ryan J. Miller.

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