Thomas Shultz Email & Phone Number

Scottsdale, Az, Us

Scottsdale, Arizona, Us

LyfeBeast is the next generation of Insurance and Financial Services. LyfeBeast exists for those who are willing to learn more, grow more, invest more and go for more… to do what others don’t, so they can live the life others won’t. LyfeBeast exists to be a guide for those who seek to become all they can with all they have been given.For those choosing their better future, to live the life they were meant to live.

Current President of the Scottsdale, AZ association of the National Association of Insurance and Financial Advisors.

Registered Principal empowered to oversee operational, compliance, trading and sales operations and the personnel who staff them for Financial Advisors and Registered Staff in the Greater Arizona Branch office for ProEquities, Inc.(Series 24 registered)Please be advised that presently Thomas Shultz holds series 7,66 and 24 licenses in Arizona and California. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.(Series 7 & Series 66 registered)Please be advised that presently Thomas Shultz holds series 7,66 and 24 licenses in Arizona and California. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.

Middletown, Ct, Us

2016: Finished as the #1 Overall Branch in the Country for Futurity First. Finished year with over 3 million dollars in street FYC & GDC. Named to the 2017 Advisory Council for 5th consecutive year.2015: Finished as the #1 Overall Branch in the Country for Futurity First. Branch production (FYC & GDC) grew year over year by 17%. Finished year with over 3.1 million dollars in street FYC & GDC. Named to the 2016 Advisory Council for 4th consecutive year.2014: Finished as the #1 Overall Branch in the Country for Futurity First Insurance Group. Branch production(FYC & GDC) grew year over year by 42%. Finished year with over 2.5 million dollars in street FYC and GDC. Named to the 2015 Advisory Council for 3rd consecutive year.2013: Finished as the #1 Overall Branch in the Country for Futurity First Insurance Group. Once again grew branch production by 52%. Finished year with over 1.4 million dollars in street FYC and GDC. Named to the 2014 Advisory Council for a 2nd consecutive year.2012: Once again grew branch production by 79%. Finished as the #4 overall Branch inside FFIG.Named to the 2013 Advisory Council.June 2011 - December 2011: grew branch production by over 276% in 2nd half of year. Had 3 agents qualify for Leaders Convention. Finished as #6 overall Branch inside FFIG.At Futurity First, we attract experienced insurance professionals and financial advisors, as well as other sales and banking professionals with the desire to build their practice the way they have always dreamed of. We've built a quality team of financial professionals who share our vision and we're growing.....

As a Sales Manager of The Dollarhide Financial Group, LLC, I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

Built a 48 person Insurance & Financial Services Office in 10 short months from the ground floor. Hired and trained 6 new managers, 1 full time recruiter, 2 financial advisors, and 2 administrators. Started at beginning of 2010 with only 6 people in branch and was in top 20 branches nationwide for company in recruiting with 61 producers hired thru September 30th. Took branch from 19th place out of 21 in Southwest territory to 5th place thru September 30th, and to #1 branch out of #4 in state of Arizona. Was currently #7 growth branch in America for entire company and was #3 Rookie Branch Manager of the year for entire company thru September 30th. Coordinated contests and other incentive activities to stimulate employees and receive maximum efforts. Achieved #2 best month ever for Branch in Month of August 2010 with over 4.2 million of Annuity Premium. Trained sales staff in product, company policy and established sales techniques and skills. Ensured compliance of employees with established security, sales and record keeping procedures and practices.

Built a team of insurance agents to 44 by end of year 2009. Was in charge of all training, compliance, hiring, production, and leadership for entire unit. Finished 2009 as the #1 Unit Sales Manager out of #44 in the Southwest Territory for company and #28 out of #543 for entire company. Hired and trained the #4 Field Trainer in America in 2009. Had 9 agents and managers qualify for company sales convention, which was most in territory. Finished as #3 Branch in Southwest Territory for Bankers after being 18th in month before I arrived. Was promoted at end of 2009 to Branch Manager.

Maintained a book of business exceeding 10 million dollars. Was named FIVE STAR WEATH MANAGER by Orange Coast Magazine in 2009 for excellent track record and customer satisfaction. Help clients in all faucets of their portfolio to make sure the entire retirement package is correctly in line with their goals and objectives.

Business Marketing

Education record

Education record