Michael Bourget, Cfs® Csscs Email & Phone Number

United States

Wholesaler Advisory Counsel

West Des Moines, Iowa

New EnglandFinancial Institutions , Sales and Distribution

New England - Independent Broker Dealer

Regional Sales For Crossroads Capital Distributors- Distribute Voya Financial fixed indexed annuity products and custodial mutual fund account all channels- Distribute Sharespost100 (PRIVX) Interval fund for Crossroads Capital

Independent Broker Dealer Ma, Nh, Vt, Me, Ri

Partnered with financial advisers to maximize relationships and business growth through presentations, sales ideas and case design.- Grew the territory within the financial planning channel from $45 million to over $125 million a year within two years- Awarded Rising Star Award for sales in 2012 for the northeast division- Awarded two $15 plus million sales per month star award for 2013 within the northeast division- Extensive knowledge of variable, fixed, equity indexed annuities and SPIA products- Presented and attended firm and broker dealer meetings- Worked closely with relationship management within Lincoln to strategize on how to work with targeted broker dealers within the territory- Deepened relationships with financial advisers through practice management, business planning and retail appointments- Partnered with internal wholesaler, business development wholesaler, scheduler, marketing assistant and 401k wholesaler to maximize territory management

Independent Broker Dealer, Bank And Wires Me, Nh, Vt, Ct, Ri, Ma

Partnered with Financial Advisers to maximize relationships and business growth through presentations, sales ideas and case design.- Grew the financial planning territory from $10 million to over $100 million a year within three years- Managed the growth of territory to over $700 million in multiple lines of sales including Variable Annuities, Fixed Annuities, SPIA, Managed Money and 529 College Savings Plans - Awarded President's Club for top sales 2010, 2011- Awarded three Wood Logan Bronzes for top sales 2009, 2010, 2011- Number one sales award in Financial Planning channel for fixed annuities 2010- Managed the growth of Edward Jones, Financial Planning and Wirehouse/Regional Channels- Achieved over 79 percent market share in 2009 for Edward Jones Region - Hosted and awarded multiple Edward Jones Diversification Trips - Extensive knowledge of John Hancock Products as well as competitor products- Partnered with Financial Advisors in conducting seminars, practice management and retail appointments- Attended and spoke at many broker/dealer meetings within the Financial Planning/Wirehouse channels

Worcester, Ma

Formally Allmerica Financial and Vera Vest InvestmentsManaged the Western Division of Internal Wholesalers to maximize sales desk and financial advisors sales production goals of over $1 billion in assets on all financial channels for the VeraVest Broker Dealer.

Bachelor Of Science In Business Administration, Corporate Management

Activities and Societies: Varisity Soccer, Track and Field, Fall Baseball

High School Diploma