Deep Enrich
Joe Ross, ChFC, CLU, CRC
Life Insurance & Estate Planning Specialist
2000 followers
Houston, Texas, United States
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About me
Life Insurance & Annuity Concept Innovator helping Financial Professionals help clients achieve financial security.
Education
University of Iowa
1980 - 1984Bachelor of Business Administration - BBA InsuranceActivities and Societies: Awarded the Emmett J. Vaughan Insurance Scholarship given to the person deemed by Dr. Vaughan to be most likely to make significant contributions to the insurance industry.
Experience
Merrill Lynch
Jan 1989 - Dec 1990Life Insurance & Estate Planning Specialist
Massachusetts General Life Insurance Company
Jan 1991 - Jan 1997Vice President - SalesAllied Life Insurance Company
Feb 1997 - Apr 2000Vice President - SalesGreat American Life
Apr 2000 - Mar 2003Vice President - Sales
Protective Life
Apr 2003 - Apr 2013Vice President - Sales DevelopmentAIG American General
May 2013 - Sept 2022VP - Sales Productivity & Business Development
Corebridge Financial
Sept 2022 - nowVP - Sales Productivity & Business Development
Licenses & Certifications
Securities Representative
AIG Capital ServicesMay 2013Certified Retirement Counselor (CRC)
Institute for Retirement EducationJun 2006Chartered Financial Consultant (ChFC)
The American CollegeFeb 2003Chartered Life Underwriter (CLU)
The American CollegeOct 1999Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Colorado Dept of InsuranceMay 2017
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