Scott Wertz Email and Phone Number

Applying more than 30 years experience supporting individuals, families and professionals through the world of insurance planning and wealth accumulation, protection and distribution.

Start up Life settlement brokerage where development with general agencies and brokerage general agencies was vital. Partnered with a few dozen key BGA and MGA relationships by providing a turn key marketing, selling, administration program to generate life settlement business within their existing agency relationships.2009-2012 Contractual wholesaling of life insurance for one of the oldest and largest Brokerage General Agencies in the country.2006-2009 Developed a successful life settlement brokerage from scratch all from new relationships. Sold over 100 million in death benefit. Great high level experience wearing and working all the hats. Primary distribution – independent brokerage general agencies and master general agencies.Skills developed: Organizational skills, multi-tasking and prioritizing, marketing, sales planning and management, relationship management, seminars, webinars, negotiations, training, compliance, bookkeeping, self-motivation, autonomy, road warrior.

Entrusted with $50 Million of underserved and under developed assets to grow/manage.Passed Series 7 and 66 within 60 days with self-study only.Development of various financial planning tools, client management and asset management.Products sold are: stocks, bonds, mutual funds, UITs, REITs, ETFs, annuities, life, long term care, disability insurances. Managed platformsSkills developed: all phone sales environment, consultative selling, managing accounts among multiple application platforms, self-training on various investment and insurance products and services.

The first wholesaler assigned to manage Crumps largest national account, Lincoln Financial. It was an internal and external wholesale position. Traveled across the country helping the Lincoln planners understand the latest and greatest sales ideas Crump had to offer. Supported all product lines with a focus on life insurance