Paul A. Bullock MS CLU ChFC GBA RPA FLMI CEBS EA

Experience

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  AgentMAX

  Jan 2004 - Jan 2016

  CMO/CTO

  IMO/FMO that helps insurance agents improve their businesses, by mentoring them on advanced case design, upgrading their market and expanding their digital marketing capabilities. We also work with them to restructure their compensation packages and increase their agency profits.

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  Capital Strategies Press

  Jan 2009 - Jan 2019

  Founder - Publisher

  Capital Strategies Press was a publisher of financial information for consumers and financial professionals. It provided content for consumer information websites; digital marketing services for agencies and publishes a variety of white papers, asset performance studies, consumer information articles and e-books. The latest e-books are available on Amazon.com and a number of informational tutorials can be found on SlideSharel.com. One of our special areas of expertise was market linked CD’s and indexed annuities and life products. Show less

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  Northwest Business and Financial

  Jan 2015 - Jan 2021

  CEO

  The knowledge of a whiz kid, combined the wisdom of senior management. We offfer business coaching, financial design and technology consulting to local businesses and individuals in Oregon’s Willamette Valley. We make extensive use of financial modeling when making business and financial recommendations. Our technology staff hails from Silicon Valley and is fully conversant in the latest digital marketing strategies.

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  SBDC Lane College

  Jan 2016 - Jun 2024

  Advisor / Instructor

  Business advisor / Instructor for the Small Business Development Center. SBDC is a partnership between the states and SBA. Its mission is to help businesses succeed. I advised on business success and solutions, as well as taught classes on: General Business, Financial Literacy, Marketing, Retirement Planning through your Business, Management Accounting. Business Structures.