Russell Clune Cltc Email & Phone Number

Austin Tx

Recognition: Leaders Club: 2012, 2017, 2020• Recruited to build out the wire house direct distribution channel from scratch for the San Francisco / Bay culminating in 220 Million Lifetime sales in First year premiums, translating to over $1 Billion in LTC protection an risk mitigation to client portfolios and the families they serve.• Accomplished External Wholesaler with over 15 years in developing professional relationships, assisting Financial Advisors in planning and protecting potential Long Term Care risk to financial portfolios for high net worth clients.• Sought after subject matter specialist referred to for market analysis, education client and advisor meetings. • Leveraged firm specific Centers of Influence through strong written and personal interaction to increase and expand distribution, production and relationships. • Through firm related public speaking engagements, regional meetings, client seminars, local complex branch and office meetings, and one on one manager and advisory meetings, educated and consulted clients on long term care strategies. • On a day to day basis made virtual and in-person client presentations, policy reviews and competitive industry analysis and Cost of Care by geographical markets.• Possess strong interpersonal skills and relationships built with both internal and external steak holders.• Mentor to new wholesalers, team members and a resource within the western region.• Responsible for territory management, sale targets, budgets, compliance and corporate governance, travel and entertainment expenses, daily Salesforce CRM management and continuing education

Northern California | Northern Nevada

• Maintained, developed and continued to expand multi-product line distribution through Bank and Credit Union channels. Fostered relationship building through regional management, advisors, local branch and bank management. • Drove and increased distribution of multiple product lines Fixed, Indexed, Variable Annuities, Field Issue, Single Premium Universal Life Insurance by conducting in-person meetings, presentations and events. • 2007: Mentored 2 junior wholesalers. Mentor /Mentee role, player coach.• Daily activity included territory sales management, budgets, CRM management (Salesforce) goals,compliance scheduling of all meetings, appointments and travel.

Northern California | Oregon | Idaho | Nevada | Washington State

• Maximized sales revenues by developing and maintaining relationships in Northern California, Nevada, Oregon, Washington and Idaho by establishing frequent visits to these regions. • Carrier Representation: New York Life, F&G Life, United of Omaha, Transamerica. Pacific Life UL and VUL Life. First Penn Pacific Long Term Care.• Multi line representation in Fixed, Indexed, Variable and Off Shore annuities, and Long term Care. • Liaison between Carrier / General agency and up line representatives, and distribution production referral training education and training to Bank Credit union and Financial Advisors.• Daily activity included territory sales management, budgets, CRM management (Salesforce) goals,compliance scheduling of all meetings, appointments and travel.