Experience

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  Sun insurance marketing network, inc.

  Aug 1990 - Jan 2002

  President

  President of Sun Insurance Marketing Network, Inc. an early managing general agent for long term care insurance and annuity products.Exclusive marketing contracts for Aetna, American Travellers Life Insurance Company and Penn Treaty Life Insurance Company. Exclusive National Long Term Care Marketing Contract for AIG Life Insurance Company and American International Life Assurance Company of New York. Responsibilities included recruiting and managing a network that exceeded 10,000 licensed independent agents.Developed and conducted training and recruiting workshops making presentation weekly throughout the country.Attended and presented at national financial services industry conferences for the purpose of recruiting, supporting and training independent licensed agents. Show less

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  Physician's advisory group

  Jan 2002 - Jun 2014

  President

  President of Physician’s advisory group a financial services agency training and supporting advisors catering to the unique financial needs of physiciansDeveloped and designed for compliance approval all marketing material, sales presentations and sales techniquesWork internally with a major career carrier with producers to train and support their sales efforts to physiciansProvided back office and client facing sales support for advanced life insurance, annuity, disability insurance, long term care insurance, defined contribution and defined benefit plans. Worked with advisors to develop asset protected comprehensive financial plans that led directly to sales in the brokers core product portfolios Show less

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  Agent link

  Jun 2014 - May 2016

  National sales director

  Worked with insurance carriers, broker dealers, brokerage general agencies and advisors to develop cost effective recruiting, marketing and sales platforms designed to generate a positive return on investmentWorked to develop the industry’s first predictive analytic platform developed exclusively to recruit and support independent financial advisors and agents

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  Mrw financial inc.

  May 2016 - now

  Annuity and asset based ltc consultant

  Work with financial advisors to help them expand their practice and increase production. Recruit and support financial advisors in the fixed annuity and asset based long term care product lines.