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Barrett Essman, MBA, CLU, ChFC, RICP

Barrett Essman, MBA, CLU, ChFC, RICP

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location of Barrett Essman, MBA, CLU, ChFC, RICPRock Island County, Illinois, United States

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  • Timeline

  • About me

    Manager, Underwriting - Modern Woodmen of America

  • Education

    • Iowa State University

      1998 - 2003
      Bachelor of Arts (B.A.) Political Science

    • St. Ambrose University

      2010 - 2012
      Master of Business Administration (M.B.A.)

  • Experience

    • Wells Fargo

      Jun 2003 - Oct 2004
      Team Lead

    • Raymond James Financial Inc.

      Oct 2004 - Aug 2006
      Various

    • Modern Woodmen of America

      Aug 2006 - now

      I lead a high performing team that reviews, underwrites, and takes final action on all of our life insurance and annuity business. Led a highly knowledgeable staff that assisted our Financial Representatives with estate planning, retirement planning, business insurance, and other advanced sales concepts to help their members meet their financial needs. Helped train our Financial Representatives on advanced sales concepts and products to fill the needs of those concepts. Performed compliance audits of our registered representatives and gave annual compliance seminars to our various regions.

      • Manager, Underwriting

        Jun 2019 - now

      • Manager, Advanced Sales

        Jul 2013 - Jun 2019

      • Advanced Sales Associate

        Feb 2011 - Jun 2013

      • Compliance Auditor

        Aug 2006 - Feb 2011

  • Licenses & Certifications

    • Fellow, Financial Services Institute

      LOMA
      Nov 2008

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jan 2006

    • Series 24

      FINRA (Financial Industry Regulatory Authority)
      Sept 2006

    • Chartered Financial Consultant

      The American College of Financial Services
      May 2012

    • Chartered Life Underwriter

      The American College of Financial Services
      Aug 2013

    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Apr 2006

    • Retirement Income Certified Professional

      The American College of Financial Services
      Mar 2017

  • Volunteer Experience

    • Board Member

      Issued by Project NOW on Apr 2013
      Project NOWAssociated with Barrett Essman, MBA, CLU, ChFC, RICP

    • Board Member

      Issued by AUTISM SOCIETY OF THE QUAD CITIES on Aug 2018
      AUTISM SOCIETY OF THE QUAD CITIESAssociated with Barrett Essman, MBA, CLU, ChFC, RICP

    • Board Member

      Issued by Bridge Investment Community Development Corporation on Oct 2020
      Bridge Investment Community Development CorporationAssociated with Barrett Essman, MBA, CLU, ChFC, RICP