 Wholistic income planning techniques including Social Security maximization, and Asset-to-Income conversion, and income tax diversification Specializing in Medicare and LTC planning to maximize client income and stability Currently serving over 200 clients and building long term relationships Re-focusing target market for Long Term Care Planning (LTC) in the target 60-79 year old marketplace Delivering presentations to senior class individuals through public Library LTC… Show more  Wholistic income planning techniques including Social Security maximization, and Asset-to-Income conversion, and income tax diversification Specializing in Medicare and LTC planning to maximize client income and stability Currently serving over 200 clients and building long term relationships Re-focusing target market for Long Term Care Planning (LTC) in the target 60-79 year old marketplace Delivering presentations to senior class individuals through public Library LTC seminars Engaged in disability income planning for white professionals including doctors, dentist and attorneys Proficient with Circle of Wealth platform to expand knowledge of income planning principles  Successfully launched heavy marketing into Medicare health plans to seniors  Created a significant number of successful direct mail campaigns to develop leads and appointments Attained CLTC designation in 2010 to support the LTC business Show less

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Cold-call into local product manufacturers to build relationships for custom-built retail merchandising systems.

Develop consumer printing and scanner technology into retail channels, entailing working between HP engineer groups and the national and regional retail accounts (Wal-Mart, Target, The Good Guys, Fry's Electronics). Retail programs developed captured the market trends of the 'early adopter' usage to mainstream usage of the technology.