Todd Wolfe Chfc, Cltc work email
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Todd is a seasoned financial professional dedicated to helping clients achieve financial security and success. With a primary focus on business owners, entrepreneurs, professionals, executives, physicians, athletes, and entertainers, Todd leverages his expertise to provide invaluable support.Recognizing the importance of comprehensive financial planning, Todd utilizes his skills in strategic planning and business strategy to develop tailored solutions that align with each client's unique needs and objectives. His meticulous analysis and deep understanding of the industry allow him to create effective financial strategies for long-term success.In addition to his strategic abilities, Todd possesses strong leadership skills. He leads by example, fostering a collaborative and motivated environment where everyone can thrive. His exceptional project management skills ensure the smooth execution of financial initiatives, helping clients navigate complexities and achieve desired outcomes.Effective communication is another of Todd's strengths. He excels in conveying complex financial concepts in a clear and concise manner, ensuring clients understand their options and strategies. Todd also leverages social media expertise to enhance brand presence, engage with clients, and effectively communicate key messages.With a commitment to continuous learning, Todd stays ahead of industry trends and embraces new challenges. His comprehensive knowledge and versatile skill set make him a trusted advisor in assisting individuals and businesses in achieving their financial objectives.Todd's unwavering dedication to his clients' financial success drives him to make a lasting positive impact. He provides personalized solutions, tailored guidance, and unwavering support to ensure each client's financial plan aligns with their specific circumstances and goals.Throughout his career, Todd has earned a reputation as a trusted advisor and strategist by consistently delivering exceptional results. His ability to seamlessly integrate strategic planning, business strategy, leadership, project management, effective communication, and social media expertise sets him apart in the industry.With Todd's guidance, clients can confidently navigate their financial journey, leveraging his knowledge and tailored solutions to build a prosperous future. Whether it's securing financial security, exceeding goals, or maximizing growth opportunities, Todd is committed to helping clients achieve their desired financial outcomes.
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Senior Insurance AssociateTelemus Nov 2022 - PresentSouthfield, Mi, UsOur insurance team specializes in crafting customized wealth solutions for a diverse clientele, including professionals, business owners, high net worth individuals, athletes, and entertainers. With expertise in various insurance products, we deliver top-notch service, unbiased advice, and transparency.Through a collaborative team approach, we empower clients to enrich their lives and achieve financial security. We integrate insurance seamlessly with investment, retirement, and estate planning, adapting coverage as needs evolve.Our commitment to excellence is reflected in our personalized attention, innovative solutions, and ongoing education. We strive to understand each client's unique needs and tailor comprehensive strategies that provide peace of mind.With access to numerous insurance carriers and products, we offer a wide range of options. Our independence allows us to provide unbiased advice and maintain transparency throughout the process.We recognize that insurance is just one component of a holistic financial plan. By working closely with clients, we integrate insurance strategies with their overall objectives, ensuring alignment and maximizing value.As circumstances change, we remain flexible and responsive. Regular reviews and adjustments to coverage ensure continued suitability and protection. Our team stays informed on industry trends and advancements to deliver innovative solutions.Telemus Capital is a division of Kovitz Investment Group Partners, LLC (Kovitz). Kovitz is an investment advisor registered with the Securities and Exchange Commission. Telemus capital has offices in Southfield, Ann Arbor, and Chicago. -
PresidentDetroit Insurance Brokerage May 1994 - PresentExperienced, Objective, and Independent Life Insurance, Disability Insurance, Annuity, and Long Term Care Insurance Planning Specialist. -
Financial Representative / Business Planning SpecialistLifetime Financial Growth Of Michigan Mar 2021 - Nov 2022Pittsburgh, Pa, Us -
Brokerage DirectorMassmutual Great Lakes Jan 2015 - Mar 2021Southfield, Mi, UsExperienced, accomplished and results-focused life insurance industry sales executive with a proven track record in leading sales initiatives to secure profitable sales growth and new business opportunities within the Life Insurance, Annuity, Disability, Long Term Care and growing Linked-Benefit sectors. Experience in the Wire, Independent Marketing Organization (IMO), Career, and Brokerage General Agency (BGA) Channels at both a Wholesaling and Point of Sale level.Currently responsible for Insurance distribution focused on:Individual Life Insurance Products including - Whole Life Insurance Guaranteed No-Lapse Universal Life Insurance Universal Life InsuranceLinked Benefits / Long-Term Care InsuranceTerm Life InsuranceFixed AnnuityDisability InsuranceMulti-Life DisabilityGroup DisabilityActivity looking to provide sales support to Independent Financial Planners, Independent Agents, Wealth Transfer Specialists, Retirement Income Planners, Insurance Agents, and Investment Professionals.Looking to form Strategic Partnerships with Accountants, Tax Preparers, Attorneys specializing in Estate Planning, and Property and Casualty Insurance Agents and Agencies.Additional Credentials:Certified Practice Management Trainer.Chartered Financial Consultant (ChFC) designationThe Corporation for Long-Term Care Certification (CLTC) designation -
Regional Vice President / Life Insurance And Linked Benefits / Long Term CareGenworth Financial Oct 2009 - Jan 2015Glen Allen, Virginia, UsRegional Vice President (RVP). Life Insurance Wholesale Professional responsible for managing, developing, and maintaining BGA and IMO relationships in MI, OH, IN, IL and KY. Responsible for life insurance and linked-benefit long term care distribution to strategic brokerage partners. Key product lines include Indexed Universal Life and Single Premium Linked Benefit Long Term Care Insurance. Sales are first driven by creating a detailed tacticul disciplined plan,and then executing this plan by acting on them, and by monitoring and responsible for the results. -
PartnerFinancial Strategies Group Llp Feb 2009 - Dec 2009Point of Sales Wirehouse Wholesaler and Independent agent recruiter. Supported the advisors of the financial services industry by providing estate and business strategies and life insurance marketing techniques. FSG provided objective consultation in all aspects of comprehensive wealth management & asset protection. This strategy complimented partner firms by supporting their compliance,marketing initiatives, and life insurance distribution model.FSG also provided a marketing and life brokerage distribution model to the independent agent marketplace.
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Regional Life Specialist / Wirehouse Point Of Sale SpecialistLincoln Financial Distributors Feb 2007 - Feb 2009Radnor, Pa, UsRegional Life Insurance Specialist covering Michigan and Indiana responsible for driving target premium by developing and deepening relationships in the Wirehouse Channel. Business was generated by utilizing a consultative approach focusing on targeted Financial Advisors. Responsibilities include both client point of sale retail sales and traditional wholesale marketing and business development. Accomplishments included earning the recipient of the 2007 Rookie of the Year award along with leading the sales channel through 2008 in target premium. -
Regional Sales DirectorInvescor 2001 - 2006Regional Sales Director responsible for agent marketing and recruiting as a Wholesaler in the independent representative marketplace for sales in both Fixed and Variable Life Insurance products. Responsibilities included recruiting, supporting, and training agents on multiple lines of life insurance and annuity products. Agents were assisted by utilizing proven and innovative case design techniques. Sales volume lead ING / Reliastar Life nationally in both Life and Annuity production.
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Advanced Sales Specialist / Business Development SpecialistHantz Financial Feb 1999 - Feb 2001Southfield, Mi, UsAdvanced Sales Specialist focusing on high net worth individuals and businesses. Business Development Specialist responsible for building and developing new territories for the firm. -
Life Insurance WholesalerInvescor Ltd Mar 1998 - Feb 1999Farmington Hills, Michigan, UsNational Wholesaler for ING / Reliastar Life insurance and annuity products. Duties included recruiting qualified brokers/agents and developing existing relationships by providing advanced sales support. -
Advanced Sales ConsultantMaple-Bates Associates, Inc. Sep 1996 - Feb 1998Served as Advanced Sales Consultant providing sales guidance and training to other contracted financial service professionals primarily in the estate and business planning arena. Responsibilities included publishing complex financial plans, detailing sophisticated approaches for income and estate tax avoidance, developing business succession plans, determining charitable gifting techniques, and analyzing capital needs and cash flow. Sales marketing strategies were formulated conveying the recommendations given leading towards significantly increased sales opportunities.
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Career Life Insurance Agent - Connecticut Mutual / Mass MutualThe Detroit Financial Group Dec 1994 - Sep 1996Career life insurance agent responsible for developing an insurance clientele targeting the business and estate planning market. Marketing campaigns were built through the use of personal contacts, cold calls, recommendations, seminar sales, and advertisements. Comprehensive knowledge of life, disability, health, and long-term care insurance were utilized in the sales effort. Investment knowledge with fixed annuities, variable annuities, mutual funds, pension and profit sharing plans were also used.
Todd Wolfe Chfc, Cltc Skills
Todd Wolfe Chfc, Cltc Education Details
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Michigan State UniversityFinance -
The American College Of Financial ServicesChartered Financial Consultant Professional Designation -
The Corporation For Long-Term Care CertificationCertification For Long-Term Care
Frequently Asked Questions about Todd Wolfe Chfc, Cltc
What company does Todd Wolfe Chfc, Cltc work for?
Todd Wolfe Chfc, Cltc works for Telemus
What is Todd Wolfe Chfc, Cltc's role at the current company?
Todd Wolfe Chfc, Cltc's current role is Enrich your life. Enjoy your wealth.
What is Todd Wolfe Chfc, Cltc's email address?
Todd Wolfe Chfc, Cltc's email address is to****@****hoo.com
What is Todd Wolfe Chfc, Cltc's direct phone number?
Todd Wolfe Chfc, Cltc's direct phone number is +157082*****
What schools did Todd Wolfe Chfc, Cltc attend?
Todd Wolfe Chfc, Cltc attended Michigan State University, The American College Of Financial Services, The Corporation For Long-Term Care Certification.
What skills is Todd Wolfe Chfc, Cltc known for?
Todd Wolfe Chfc, Cltc has skills like Leadership, Estate Planning, Series 63, Financial Advisory, Whole Life Insurance, Financial Planners, Strategic Partnerships, Fixed Annuities, Pensions, Business, Insurance, Life.
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