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Andrew Strauss, JD, CLU, CLTC

Andrew Strauss, JD, CLU, CLTC

Special Agent

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location of Andrew Strauss, JD, CLU, CLTCGreater Boston

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  • Timeline

  • About me

    Regional Sales Manager: Northeastern States

  • Education

    • University of Michigan

      -
      BA Economics

    • University of Detroit Mercy School of Law

      -
      JD Law

  • Experience

    • Northwestern Mutual

      May 1996 - Jul 2000
      Special Agent

      Assisted clients with insurance and investment planning.Sold life insurance products and mutual funds.Managed day to day Insurance and Investment activities of business.Maintained books and records.Created and evaluated client investment portfolios.Worked with attorneys in creating clients' estate plans.

    • Nationwide Financial

      Jul 2000 - Sept 2001
      Retirement Specialist

      Worked directly with city and county employees to establish 457 retirement plans.Performed monthly educational seminars to promote the benefits of participating in a 457 plan.

    • Nationwide

      Sept 2001 - Dec 2012

      Consulted, trained, and designed sales workshops for Nationwide Insurance Agents on the following topics:Life Insurance & Financial Planning ConceptsAgency OperationsGrassroots MarketingProfessional Selling Skills Managed day to day operations of the agency.Maintained books and recordsSold life insurance products and mutual funds.Created and evaluated client investment portfolios.Worked with high net worth clients and their attorneys to efficiently transfer wealth to the next generation.Presented seasonal seminars to members of the community on various financial topics.

      • Industry Consultant

        Nov 2009 - Dec 2012

      • Agent-The Strauss Agency, LLC

        Sept 2001 - Nov 2009

    • Nationwide Financial

      Dec 2012 - Dec 2023

      Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services. External Life & Annuity Wholesaler

      • Regional Vice President: Northeastern U.S.

        May 2019 - Dec 2023

      • Regional Vice President-Northern New England

        May 2016 - May 2019

      • Regional Vice President-Midwestern States

        Dec 2012 - May 2016

    • American National

      Dec 2023 - now
      Regional Sales Manager-Northeast

  • Licenses & Certifications

  • Volunteer Experience

    • Chair

      Issued by United Way of Central Ohio on Jul 2014
      United Way of Central OhioAssociated with Andrew Strauss, JD, CLU, CLTC