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

Frisco, TX, US

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.

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.

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.

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.

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.

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.

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.

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.