Stephen Johnson Email & Phone Number

Greater Grand Rapids, Michigan Area

Greater Grand Rapids, Michigan Area

Greater Grand Rapids, Michigan Area

Wholesaling John Hancock Mutual Funds to the Independent Broker Dealer Financial Professionals. Territory includes the state of Michigan.

Greater Grand Rapids, Michigan Area

Wholesale ForeCare, a Fixed Annuity with LTC benefits. Territory includes Michigan, Indiana and Illinois.

Wholesaler of Fixed and Indexed Annuity products to the Wirehouse, Bank, and Independent channels. territory includes WI, IL, IN, MI, OH, KY and W. VA.

Work with Independent Financial Professionals and RIAs as a 3rd party BGA wholesaling Long Term Care solutions. Special emphasis on Linked Benefit products.

-Served as mutual fund wholesaler through the independent advisor and bank channels-Territory included Michigan (Non Detroit/Ann Arbor)-Increased sales from $21 million in 2006 to $36 million in 2007. -In 2008, achieved sales goal of $44 million.-Major relationships: LPL, Ameriprise, Raymond James, Commonwealth, John Hancock Financial Network, Huntington Investment Company and Primevest.-Obtained CRPC designation in November of 2007.

-Served as wholesaler to the wholesalers as a fixed product specialist-Perform seminars on the GPA Plus fixed annuity-Territory covered 14 states in Banks, Wirehouse and Independent Planner channels.-Achieved $300 million goal

-Provided services as a Wholesaler of Fixed Annuities within the bank channel covering Illinois, Wisconsin and Indiana-Clients include ABN AMRO, Key Bank, Waukesha Bank and Charter One (Citizens Bank)-Participated in successful rollout of GPA Plus to Citizens Bank in October of 2005.

Performed comprehensive financial planning services to personal clients as well as LaSalle Bank customers.Covered 5 different branches in the LaSalle Bank system. -Was responsible for educating and coaching 11 Relationship Bankers on client profiling practices. -Created a team approach in the financial planning process through joint appointments with Senior Relationship Bankers.-Assisted Senior Relationship Bankers to achieve their fixed annuity sales goals.-Increased the revenue in my territory by 33%.-Book of business included $1.8 million in FundQuest (asset management, fee based), $3.5 million in Variable Annuities and approximately $5 million in Mutual Funds.

-Provided services as a Financial Advisor with approximately 550 accounts and $22 million under management.-Primary client focus: retirees and pre-retirees.-Typical client cycle as follows: 1. Identify retirement prospects through various marketing methods, including networking, cold calling, seminars, and referrals. 2. Conduct individual financial planning consultation to identify clients’ goals and needs. 3. Input data to create a written financial plan. 4. Open accounts and implement plan. 5. Monitor plan. 6. Hold annual plan review meetings and make adjustments where needed.-Over $8 million of client's assets managed in MS Choice Accounts (wrap fee accounts), $5 million in mutual fund assets, $5 million in fixed income products and $1.5 million in variable annuities.-Morgan Stanley Achievements:Obtained the following professional licenses and designations: Series 7, Series 63, Series 65, Series 31, Life Insurance, In-house Options, In-house Rule 144, In-house Retirement Planning Specialist. After fiscal year 1999 was awarded title of Associate Vice President.