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Stephen Schaack, Emba, Cfp®, Chfc Email & Phone Number

Director- Annuity Product Wholesaler at Penn Mutual
Location: Costa Mesa, California, United States 9 work roles 4 schools
1 work email found @pennmutual.com 13 phones found area 858, 727, 602, 480, 619, 949, 617, 714, 716, and 773 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 13 phones

Work email s****@pennmutual.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Penn Mutual
Role
Director- Annuity Product Wholesaler
Location
Costa Mesa, California, United States
Company size
984 employees

Who is Stephen Schaack, Emba, Cfp®, Chfc? Overview

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Quick answer

Stephen Schaack, Emba, Cfp®, Chfc is listed as Director- Annuity Product Wholesaler at Penn Mutual, a company with 984 employees, based in Costa Mesa, California, United States. AeroLeads shows a work email signal at pennmutual.com, phone signal with area code 858, 727, 602, 480, 619, 949, 617, 714, 716, 773, and a matched LinkedIn profile for Stephen Schaack, Emba, Cfp®, Chfc.

Stephen Schaack, Emba, Cfp®, Chfc previously worked as Director-Annuity Product Wholesaler at Penn Mutual and Sr. Regional Vice President at Western & Southern Financial Group. Stephen Schaack, Emba, Cfp®, Chfc holds Executive Mba from Quantic School Of Business And Technology.

Company email context

Email format at Penn Mutual

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*@pennmutual.com
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AeroLeads found 1 current-domain work email signal for Stephen Schaack, Emba, Cfp®, Chfc. Compare company email patterns before reaching out.

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Profile bio

About Stephen Schaack, Emba, Cfp®, Chfc

Consultative Wholesaler and Certified Financial Planner® with over 25 years of experience increasing sales in all market conditions. Expertise in mutual funds, life and health, financial planning and fixed/index annuities. Professional Skills include: FINRA 6, 7, 63, 65; Life Insurance, Mutual Funds, Annuities, Business Development, Financial Planning, Business Analysis• Increased sales from $24M to over $96M in two years, #2 in overall sales (2016) and #1 in Index Annuity sales (2017) at Western & Southern Financial.• Increased annualized sales from $6M to $25M at John Hancock by identifying new broker relationships.• Top-Producer Award for SPIA sales in 2009, 2011 and 2012 at Penn Mutual Life.• Managed oversight and budget approval for 6 Regional Directors at Penn Mutual that came in over goal and under budget.• Assisted in developing new annuity products at Penn Mutual, including competitive analysis, prospectus proofing and market potential forecasting.CA Insurance License #0D72017LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com ["DBA"name] is unaffiliated with HTK.

Current workplace

Stephen Schaack, Emba, Cfp®, Chfc's current company

Company context helps verify the profile and gives searchers a useful next step.

Penn Mutual
Penn Mutual
Director- Annuity Product Wholesaler
horsham, pennsylvania, united states
Website
pennmutual.com
Employees
984
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Company profile
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9 roles

Stephen Schaack, Emba, Cfp®, Chfc work experience

A career timeline built from the work history available for this profile.

Director-Annuity Product Wholesaler

Current
Penn Mutual

Costa Mesa, California

Aug 2018 - Present

Sr. Regional Vice President

Western & Southern Financial Group

Orange County, California Area

Sr. Regional Vice President- California, Hawaii, Alaska & Guam

Jan 2015 - Aug 2018

Managing Director- Western Division

Saratoga Capital Management, Llc

Orange County, California Area

  • Marketed Institutionally Managed Mutual Fund and Dynamic Asset Allocation fee-based programs to Wirehouse and Independent Financial Advisors in the Western US region.
  • Developed relationships with Mutual Fund Coordinators at Wells Fargo Advisors, UBS, RBC and Oppenheimer to gain access to advisors.
Dec 2013 - Jan 2015

Regional Sales Director/Western Divisional Sales Manager

Penn Mutual
  • Educated and advised financial advisors on retirement income planning strategies useing variable, fixed and immediate annuities.
  • Member of Annuity Tri-Council where I helped to develop new annuity products working closely with actuarial and field representation.
  • Managed oversight and budget approval for 6 Regional Directors across the country.
  • As Sales Manager, our Division achieved 110% of goal while coming in at 93% of budget.
May 2007 - Sep 2013

Regional Vice President

John Hancock

Boston, MA

  • Developed new start-up territory in the Bank channel in AZ, NM, CO and UT.
  • Created cross selling opportunities for 529 plans and fixed annuities.
  • Analyzed financial advisor locations to create rotation based upon number of reps and production.
May 2005 - Jun 2006

Regional Annuity Director

The Mony Group
  • Wholesaled Variable and Fixed Annuities to Career and Independent Advisors in CA, NV and HI
  • Developed and presented 25+ CE seminars per year that resulted in 25% increase in annual sales.
  • Increased Independent annuity sales from $2M to $30M and Career sales from $25M to $40M per year.
Jan 2002 - Sep 2004

Sales Vice President

John Hancock Financial Services
  • Directed sales in start-up territory focusing on Wirehouse and Independent advisors in KS, IA, NE and MO.
  • Worked closely with Home Offices of Broker-Dealers based in territory to identify opportunities with advisors with their firms and leverage their support in introductions.
  • Partnered with Life Wholesaler to identify annuity prospects and cross sell life insurance.
May 2001 - Dec 2001

Associate Wholesaler

John Hancock
  • Responsible for sales in Bank Channel in OH, IN, MI and KY. Worked closely with senior wholesaler to increase Annuity and Mutual Fund sales from $70M to $100M.
  • Leveraged relationships with advisors to help identify new collaborative bank prospects.
  • Developed sales relationships with bank trust managers to introduce products to high net worth clients.
Feb 2000 - May 2001

Inside Wholesaler

John Hancock Financial Services
  • Helped manage 9 state territory with sales in Mutual Funds, Variable and Fixed Annuities in the Bank Channel
  • Led sales in the Financial Institutions Division in mutual funds and variable annuities.
  • Increased sales opportunities by identifying new advisor relationships for external wholesaler through cold calls.
  • Developed annuity training program for new internal wholesalers.
Jan 1999 - Feb 2000
Team & coworkers

Colleagues at Penn Mutual

Other employees you can reach at pennmutual.com. View company contacts for 984 employees →

RC Ray Caucci Ray Caucci Colleague at Penn Mutual Horsham, Pennsylvania, United States, United States View → MP Matt Primus Matt Primus Colleague at Penn Mutual North Wales, Pennsylvania, United States, United States View → RC Richardson Carla Richardson Carla Colleague at Penn Mutual Wichita, Kansas, United States, United States View → LL Levi Linville Levi Linville Colleague at Penn Mutual Indianapolis, Indiana, United States, United States View → TB Tom Boucher Tom Boucher Colleague at Penn Mutual Horsham, Pennsylvania, United States, United States View → DW Dennis Wilson Dennis Wilson Colleague at Penn Mutual Horsham, Pennsylvania, United States, United States View → DD Donna Degennaro Donna Degennaro Colleague at Penn Mutual Birmingham, Michigan, United States, United States View → BR Brent Ricci Brent Ricci Colleague at Penn Mutual Emmaus, Pennsylvania, United States, United States View → JH Jen Hirshman Jen Hirshman Colleague at Penn Mutual New City, New York, United States, United States View → TH Thomas H. Harris, Clu, Chfc, Flmi Thomas H. Harris, Clu, Chfc, Flmi Colleague at Penn Mutual Doylestown, Pennsylvania, United States, United States View →
4 education records

Stephen Schaack, Emba, Cfp®, Chfc education

Executive Mba

Quantic School Of Business And Technology
FAQ

Frequently asked questions about Stephen Schaack, Emba, Cfp®, Chfc

Quick answers generated from the profile data available on this page.

What company does Stephen Schaack, Emba, Cfp®, Chfc work for?

Stephen Schaack, Emba, Cfp®, Chfc works for Penn Mutual.

What is Stephen Schaack, Emba, Cfp®, Chfc's role at Penn Mutual?

Stephen Schaack, Emba, Cfp®, Chfc is listed as Director- Annuity Product Wholesaler at Penn Mutual.

What is Stephen Schaack, Emba, Cfp®, Chfc's email address?

AeroLeads has found 1 work email signal at @pennmutual.com for Stephen Schaack, Emba, Cfp®, Chfc at Penn Mutual.

What is Stephen Schaack, Emba, Cfp®, Chfc's phone number?

AeroLeads has found 13 phone signal(s) with area code 858, 727, 602, 480, 619, 949, 617, 714, 716, 773 for Stephen Schaack, Emba, Cfp®, Chfc at Penn Mutual.

Where is Stephen Schaack, Emba, Cfp®, Chfc based?

Stephen Schaack, Emba, Cfp®, Chfc is based in Costa Mesa, California, United States while working with Penn Mutual.

What companies has Stephen Schaack, Emba, Cfp®, Chfc worked for?

Stephen Schaack, Emba, Cfp®, Chfc has worked for Penn Mutual, Western & Southern Financial Group, Saratoga Capital Management, Llc, John Hancock, and The Mony Group.

Who are Stephen Schaack, Emba, Cfp®, Chfc's colleagues at Penn Mutual?

Stephen Schaack, Emba, Cfp®, Chfc's colleagues at Penn Mutual include Ray Caucci, Matt Primus, Richardson Carla, Levi Linville, and Tom Boucher.

How can I contact Stephen Schaack, Emba, Cfp®, Chfc?

You can use AeroLeads to view verified contact signals for Stephen Schaack, Emba, Cfp®, Chfc at Penn Mutual, including work email, phone, and LinkedIn data when available.

What schools did Stephen Schaack, Emba, Cfp®, Chfc attend?

Stephen Schaack, Emba, Cfp®, Chfc holds Executive Mba from Quantic School Of Business And Technology.

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