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Craig Paulson, REBC® CRPS®

Craig Paulson, REBC® CRPS®

Intern

Followers of Craig Paulson, REBC® CRPS®1000 followers
location of Craig Paulson, REBC® CRPS®Salt Lake City, Utah, United States

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  • Timeline

  • About me

    Simplifying the Employee Benefits Experience - Health Plans to 401(k)s

  • Education

    • Brigham Young University

      1991 - 1996
      Bachelor of Arts Political Science & Business Management

  • Experience

    • Brock & Associates

      Jan 1995 - Aug 1995
      Intern

      Financial Services & Personal Insurance

    • Self-employed

      Aug 1995 - Jan 2001
      Insurance Broker & Financial Services

      Employee Benefits, Personal Insurance & Financial Services

    • Voya Financial

      Apr 2000 - Jun 2021
      Investment Advisor Representative with Voya Financial Advisors

    • Davis Benefits

      Jun 2001 - Jul 2005
      Account Manager & Financial Services

      Employee Benefits, Personal Insurance & Financial Services

    • Altura Benefits

      Aug 2005 - now
      President

      Employee Benefits, Personal Insurance & Financial Services

    • NABIP - UT

      Jul 2015 - Jun 2019

      Lead the state chapter. NABIP-Utah is a state chapter of the National Association of Benefits and Insurance Professionals (NABIP). NABIP-Utah represents hundreds of licensed health insurance brokers, general agents, consultants and benefit professionals through three local chapters in Utah. NABIP members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Every day, NABIP members work to obtain insurance for clients who are struggling to balance their desire to purchase high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs. As such, one of NABIP's primary goals is to do everything we can to promote access to affordable health insurance coverage. Minder weergeven

      • Past-president

        Jul 2018 - Jun 2019

      • President

        Jul 2017 - Jun 2018

      • President Elect

        Jul 2016 - Jun 2017

      • Vice President

        Jul 2015 - Jun 2016

    • Cetera Advisor Networks LLC

      Jun 2021 - now
      Investment Advisor

  • Licenses & Certifications

    • Registered Employee Benefits Consultant®, or REBC® Professional Designation

      National Association of Benefits and Insurance Professionals
      Jan 2024
      View certificate certificate

    • Chartered Retirement Plans Specialist℠, or CRPS® Professional Designation

      College for Financial Planning
      Apr 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Craig Paulson, REBC® CRPS®
      Leading Producers Round Table NAHU - America's Benefits Specialists May 2020 The Leading Producers Round Table recognizes successful NAHU members in the health insurance industry who meet a designated volume of sales with certain insurance products receiving a heavier weighting than others.
    • Awarded to Craig Paulson, REBC® CRPS®
      Presidential Citation Award NAHU - America's Benefits Specialists Jun 2018 The Presidential Citation Award is presented to a state chapter president who led his/her chapter to achieve a high level of excellence during the NAHU awards year.