Experience

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  Lincoln financial group

  Feb 2010 - Dec 2013

  Internal wholesaler

  Coached and trained Financial Advisors to communicate the importance of long term care insurance for their clients. Promoted MoneyGuard, a long term care insurance product, to a number of independent advisors affiliated with Lincoln Financial Advisors, Agency Building General Agent, and General Agency channels. Helped Financial Advisors identify clients that would best benefit from MoneyGuard, and explained the underwriting process. Oversaw and managed a territory that included the Midwest, Southwest, and West Coast. Show less

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  New york life

  Jan 2014 - May 2024

  Long-term care / disability external wholesaler

  Utilized a suite of Long-Term Care and Individual Disability products to successfully position effective planning from initial hire to retirement. Assisted in prospecting and case design of Individual Disability, linked-benefits, LTCi, and accelerated benefits rider to offices in Texas and Arkansas.

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  Rethink wealth

  May 2024 - now

  Managing associate