At BlueRock Agency we don't believe there are any one-size-fits-all solutions when it comes to choosing retirement solutions or life insurance. That's why we take time to understand your family's needs and dreams for the future so we can work together to achieve your goals. Protection solutions for when life happens. We provide retirement solutions 410k, 403b, 457, Tax-free retirement accounts, fixed indexed annuities, life insurance, and wealth transfer along with expert and experienced guidance to help you achieve lifelong financial well-being. For all of life's milestones, we are here for you, your family, and your business. Licensed in multiple states and contracted with several major carriers which allows us to provide the best solutions to meet your needs. Estate planning – proper planning that can help you pass assets more efficiently to your heirs• Retirement Protection• Mortgage Protection• Life Insurance• Long-Term Care• Nursing Homes• College Fund • Final Expenses• Medicare SupplementsFor Business Owners & Executives• Business planning – strategies that can help business owners manage risks, protect and grow assets and compensate and retain their key employees• Business executive and qualified plan design – plans that can help your business owner clients meet their varying needs• Succession planning – strategies that can help your business owner clients transition their business on their terms• Key Person – Key person life insurance offers a death benefit that can help cover financial losses that occur at the death of a key person. This helps assure continuity of the business for employees, customers, and creditors.We are also hiring!BlueRock provides an entrepreneurial platform for personal producers who desire to achieve a six-figure income and builders who want to create a passive income stream where the sky is the limit.

Lead Squeezers is an automated email and social media campaign for Life Insurance agents. We work behind the scenes 24/7 dripping content regularly to your contacts to maximize your ROI. Our mission is to keep you in front of your leads, your think about its’, and your clients to help you Squeeze more business.

https://www.thefocusguy.comProvide full-service business coaching and training services for Small to Mid-Sized Enterprise (SME’s) that include executives, employees, and entrepreneurs with an emphasis on growth and sustainability. Coached and consulted SME’s with an all-encompassing approach in each key area of business. Coached clients internationally in Canada, South Africa, Guatemala, and Europe. Type of companies consulted and coached:*Print & Fulfillment industry*Construction, Utilities, Water Works*Real Estate*Franchises*Insurance*IT / Software 360 Solutions Certified Trainer with a vast content library.  Leadership - Provide high-level business strategy and planning, and coaches and train individuals and teams in business management, sales, leadership, performance, and personal development. Sales – Implemented sales process, goals, quotas, metrics and CRM systems to allow leadership to monitor sales performance. Develop sales teams and provide sales coaching to achieve growth initiatives. Marketing - Developed multi-channel marketing strategy and campaigns to support growth and sales initiatives which include SEO, social media, print, video, and events. Ensure marketing and sales plans are coordinated to support growth. Financial - Consulted with company leadership on financial strategies, cost reduction, and implemented financial KPI’s to monitor and improve financial health. People - Consulted with leadership on evaluating team to ensure the right people were in the right roles to position team for growth. Implemented management processes to measure team & individual performance. Process – Consulted with departments to implement process improvement initiatives to streamline processes, improve customer experience, reduce cost and minimize production and fulfillment errors.

State Farm Insurance and Financial ServicesState Farm is well known for being a “good neighbor” by “being there” for its customers. As a Fortune 50 company, and mutual company, that is focused on its policyholders, State Farm insures more cars and homes than any other insurer in the United States.• Led team of sales associates in selling, and servicing, clients in the insurance and financial services industry• Provided clients with courteous, informative and professional experience • Specialties included: Insurance, financial services, life insurance, health insurance, mutual funds, banking, auto insurance, motorcycle insurance, property & casualty insurance, auto loans, savings accounts, renters’ insurance, life insurance, disability insurance, long-term care insurance, risk management, umbrella insurance, retirement planning, and claims management• Earned: FINRA Series 6 and Series 63Agent Experience: Insurance (Property & Casualty, Life, Health & Disability) | Financial Services (Planning, Mutual Funds, Annuities & Banking Services) | Licenses Held: P&C, Life, Health & Disability, Series 6 & 63 | Notary

Original founding board member. A small group of local business owners came together to create the Lake Forest Chamber of Commerce in July 2009. Elected by peers to President and served on the board in a leadership role connecting with the local business community and elected officials.

During my tenure with International Coach Federation Orange County Chapter, I was elected by peers to various leadership roles on the board that included: President, President Elect, Treasurer. The purpose of the Orange County Chapter is to provide community, continuing education, and resources to practicing Professional coaches in building a thriving and impactful business.ICF is the largest global coaching organization. http://coachfederation.org/

Responsible for daily operational management, profit and loss, staff training and supervision, business development coordination, sales management, marketing strategy development, strategic sales model development, key client account management, key staff recruitment, and client relations. Managed Western Region of Realty Services Group business unit, and managed sales, marketing, and print production personnel.

REDDING RESIDENTIAL SERVICES, Mission Viejo, CaliforniaPresident/Owner (1998-2005)A residential healthcare facility. Involved in all aspects of owning and operating a business. Profit and loss, staff training and supervision, policy and procedural development, regulatory compliance, finance, maintaining cash flow, working with regulatory agencies, recruitment, and other management-level functions. Managed a facility which generated over a $1 million in revenue, and succeeded in a competitive environment. Managed and mentored a cross-functional staff of 26, and saw all personnel to their peak potential. Successfully expanded small business from one to three facilities. Led and negotiated sale of company in 2005.

Responsible for managing sales operations, establishing sales goals, client account management, managing major vendor partnerships, leading staff development projects, and client relations. Oversaw a variety of business and product development initiatives, as well as the launch of digital print division, and establishing start-up infrastructure.

Responsible for managing firm’s business development activities, product development coordination, obtaining project financing, establishing strategic alliances, staff training and supervision, working with patent attorneys (regarding patent and trademark products), and overseeing software functionality and beta testing.▪ Managed all aspects of product development for Fortune 500 companies in the petro-chemical industry.▪ Business development efforts resulted in revenue of $4 million, which was integral in firm’s growth.