Kevin Swords Email & Phone Number

Columbus, Ohio, United States

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized.

Powell, Ohio, United States

Columbus, Ohio Area

At AIG, I use a systemized approach to prospect for new producers, build relationships with new prospects, and maintain relationships with existing producers to sell annuities and mutual funds in Ohio and Michigan. I provide financial advisors with clear solutions that help their clients and generate revenue for themselves – resulting in strong, trusting.

Columbus, Ohio Area

I launched my own consulting firm to represent WealthVest Marketing in wholesaling fixed annuities to independent channels in the startup territory of Ohio. I raised $27M during my first year, and was named top wholesaler in four of the first 12 months in the role.

Greater Denver Area

Here I began by managing a $9.7M territory. I raised $16M through the first six months in the position, with an additional $21M pending.

Columbus, Ohio Area

At Lincoln Financial Distributors, I generated $100M in sales, placing fourth in the channel in 2006 and earning a top producers trip. I drove substantial year-over-year increases in sales, growing to $79M in 2007, up from $54M in prior year, and to $85M in 2008.

Cincinnati, Ohio

I was consistently named the number one wholesaler in the brokerage channel through the 2nd quarter of 2005. I coordinated with individual customers and provided consultation for all financial products and services.

Cincinnati, Ohio

I was ranked among the top 10 wholesalers in four out of my five years at Planco. In two of those years, I won VIP trips for top producers. I more than doubled sales, from $42M to $88M, in the newly assigned southern Ohio territory in 2003.

Cincinnati, Ohio And Boston, Massachusetts

I was responsible for introducing Kimberly-Clark's new Away from Home products. I did so successfully, bringing all systems, processes, policies, and programs into the distributor system. I achieved all my goals - in market penetration, product category volume, and profitability. I was honored for my successes with the following awards:► 1998 Mill.

Houston, Texas Area

Greater St. Louis Area And Houston, Texas Area