Scott Westfall Email & Phone Number

Phoenix, Az, Us

Scottsdale, Arizona, Us

Using 20+ years of knowledge in the Brokerage and IMO industry to further an advisor or sub-BGAs expertise in Life Insurance, ABLTC, Annuities and more. My primary goal is to provide the best client solution along with the best advisor experience and to continue improving what this industry has to offer.

Hartford, Connecticut, Us

Charged in building out the Brokerage model and SaaS within the Independent Space. It was an amazing experience and it taught me so much. It was an interesting time, with unlimited opportunities to make things easier for both advisors and consumers to obtain the coverage needed and allow the advisor to build lifelong relationships with their clients. My only wish is that we could have continued down this path and build more in the Independent Channel.

Scottsdale, Arizona, Us

Responsible for working closely with staff from all products lines including life insurance, annuities, long term care insurance and disability insurance to create and implement comprehensive policies and programs related to marketing and communications. This includes the development of marketing collateral and ensuring deadlines are met and communications are distributed in a timely manner to advisors. At Independent Planners Group we strive to keep our advisors abreast of the latest tools and resources from our carrier partners, which means consistent communication and constantly evolving marketing plans.

Chicago, Il, Us

Responsible for growing Indexed Universal Life and other life insurance product sales throughout the south from New Mexico to Alabama including Tennessee, Oklahoma and Arkansas. At North American we strive to work with Partner Agencies to increase overall sales, profiting both the North American the partner agency, but most importantly making sure we provide the overwhelmingly needed life insurance and retirement protection coverage to millions of individuals in this country.

Glen Allen, Virginia, Us

Responsible for growing Indexed Universal Life and Linked Benefit sales in the Southwest Region including TX, OK, NM and AZ.

San Francisco, California, Us

- Sorted internal book of business to prospect for bank and investment products candidates.- Performed in-depth customer needs assessment to ascertain clients’ unperceived needs.- Educated clients on investment options designed to meet financial expectations including mutual funds, fixed and variable annuities.- Teamed with professional partners to meet client goals in investments, mortgages, life insurance and small business.- Developed personalized investment strategies tailored to client objectives.

Us

- Successfully managed a multi-state territory rotation providing consistent product wholesaling support, and exceeded business objectives of $10 million per month in consumer mortgages.- Guided mortgage brokers on the structure and terms of loans for their prospective clients and met with clients to describe loan application process when necessary.- Promoted on-line loan pre-approval system designed to increase broker revenues by decreasing underwriting reviews which reduced closing requirements thereby lessening loan settlement duration.- Assisted underwriting with collection of conditions on loan packages and settlement statements.- Fielded and responded to inquiries regarding loan closing packages with settlement agents.