Results-driven and innovative life insurance professional with 30 plus years of life insurance industry sales and marketing experience. Recognized as a pioneer in the field, leveraging phone and internet channels to exceed personal sales of over $100 million during the first decade of the 21st century. Creator of a highly effective intuitive IUL life insurance sales software that facilitated the sale of millions of dollars of indexed universal policies by numerous life insurance agents. Proven track record as a Managing General Agent (MGA), Life Agent, IUL Life Insurance Sales Software developer, and leading-edge creator of insurance marketing tools, educational content, and delivery systems.
Key Achievements:
- Has taken advantage of leading-edge technology as it became available to enhance the sales of life insurance policies through phone, web, and email channels, establishing a pioneering presence in the Currently adopting and using A.I. to enhance the mission even further.
- Developed the groundbreaking IUL sales software “The Last Great Tax Saver,” IUL Sales Software that enables life insurance agents to effectively market and sell complex index universal policies in just 6 mouse clicks. Coined the Phrase” The Best Supplemental Retirement Plan of the 21st Century!”
- Succeeded in diverse roles as a Managing General Agent, Life Agent, software developer, and insurance marketing sales tools provider, showcasing the ability to effectively adapt to various responsibilities.
Skills & Expertise:
- Strategic Planning: Spearheaded successful sales strategies and devised innovative approaches to maximize business
- Sales & Marketing: Proven ability to identify target markets, devise effective marketing campaigns, and drive sales to surpass
- Software Development: Proficient in creating user-friendly software solutions for life insurance agents, improving both their efficiency and
Life insurance marketing content provider in the form of lead capture landing pages, marketing & educational videos, white papers, ebooks, and interactive web based financial sales calculators.
- Industry Knowledge: Thorough understanding of life insurance policies, regulations, and industry trends to provide agents and clints with expert guidance, insurance-based solutions, as well as intuitive marketing tools and sales
- Relationship Management: Exceptional interpersonal skills, cultivating strong relationships with clients, agents, and industry
Experience:
Managing General Agent & Life Agent
- Oversee sales operations of a multi-faceted solutions-based life insurance agency. Specializing in helping Life agents provide Life Insurance and Retirement Planning programs with a focus on Tax Free Income
- Develop and implement successful sales strategies to maximize new business
- Provide expert guidance to agents on product offerings and sales
- Software Developer & Insurance Marketing Tools Provider | Financial Scenarios LLC | 2005-2023
- Created a pioneering interactive desktop and web based IUL sales software, enhancing agents’ ability to sell indexed universal
- Developed user-friendly software solutions to optimize agents’ productivity and streamline sales
- Offered industry-specific marketing tools, enabling agents to effectively reach and engage with their target
Education:
Bachelor’s Degree in Business Administration
Master’s Degree in Life’s Experiences
State Licensed Insurance Agent:
AR – 1738350, CA – 0H02493, FL – E188463, GA – 605778, LA – 321948, MI – 1738350, NC – 1738350, SC – 1738350, TN – 2039961, TX – 1306987, VA – 617579.
