Over thirty years experience as a leader in the insurance and financial services industry. Strong verifiable background in recruiting, training, and achieving organizational objectives. Very comfortable building teams with other professionals (Attorneys, CPA's, Property&Casualty Agents, etc.) to help client's fully execute on their plans. Areas of expertise include Retirement Planning, Business/Farm Succession Planning, Estate Planning, Long Term Care and Disability Income. Other relevant experience includes public speaking/ seminars, OSJ/Field Supervision, building business/marketing plans, case design, and assistance at point of sale. Licensed in Life/Accident/Health/Property & Casualty. Securities Registrations: 6, 63,26, 7, 24, 65, and 53. Member in good standing with the National Association of Insurance and Financial Advisers. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.Enjoy boating, ATV riding, Sporting Clays, Reading, and spending time with my wife and children.
Listed skills include Retirement, Fixed Annuities, Estate Planning, Series 6, and 26 others.