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Tim Whitmore CLU, ChFC, BCE, CFS

Tim Whitmore CLU, ChFC, BCE, CFS

Internal Wholesaler

Followers of Tim Whitmore CLU, ChFC, BCE, CFS6000 followers
location of Tim Whitmore CLU, ChFC, BCE, CFSLos Angeles Metropolitan Area

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  • Timeline

  • About me

    Managing Director at Watermark Life

  • Education

    • University of La Verne

      -
      BS Business

    • CSUN

      1991 - 1993

  • Experience

    • SunAmerica Retirement Markets

      Jan 1995 - Jan 2001
      Internal Wholesaler

    • MetLife

      Jan 2001 - Jan 2003
      Advanced Designs

      Provide broker support and wholesale advanced market advice on qualified and non qualified plans to Life agents, IBDs and RIAs.

    • Pacific Life Insurance Company

      Jan 2004 - Jan 2006
      Director of Case Design

      Responsible for management of six teams of case designers covering: qualified plans, non qualified plans, estate planning, premium financing. business planning, and 412i/section 79.

    • Pacific Life

      Feb 2006 - Jun 2007
      Field Vice President

      Director of Premium Financing

    • Succession Capital Alliance

      Jun 2007 - Dec 2010
      Vice President National Sales Manager

    • Strategic Funding Group, LLC

      Dec 2010 - Dec 2013
      Owner

      Expert on estate, retirement and business planing. With over 20 years experience formed own company to provide excellent service to the brokers and RIAs that know him well.

    • GWG Life

      Sept 2014 - Sept 2015
      Director Of Business Development

      Wholesale alternative assests and obtain new selling agreements from RIAs, Family Offices and independent Broker/ Dealers.

    • StillPoint Capital LLC

      Oct 2015 - Dec 2016
      Vice President Capital Markets

      Work with my national RIAs, family offices and independent broker dealers selling alternative investments.

    • Independent broker

      Jan 2017 - now
      Sales

      Wholesaling alternative assets to my national network of RIAs, Family Offices and registered reps.

    • Simplicity Financial Marketing

      Jan 2018 - Dec 2018
      Life Business Coach, Head of Advanced Markets

      Coach advisers on how to sell and implement business, wealth transfer and tax free retirement strategies. Provided point of sale services for premium financing cases.

    • Watermark Insurance Services, Inc.

      May 2020 - now
      Managing Director

    • The Stream Protection Plan

      Apr 2021 - now
      Co-Founder

  • Licenses & Certifications

    • Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC

      The Leaders Group, Inc.
      Jul 2021