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Insurance; Health, Life, Disability, Dental, Annuities, and Medicare
He has over 22 years of experience in the field of insurance. His career has been in sales working for an insurance carrier for seven years while the remaining years were spent as a self-employed independent insurance broker. The products…
Equity Indexed Annuities, Fixed Annuities, Life Insurance
With more than 25 years of experience developing, writing and presenting Annuity and Indexed Annuity training programs to thousands of insurance agents, Expert "Expert" Expert has a unique ability to communicate the finer points of insurance products. In fact, Expert…
Business Development, Management & Insurance Consulting, Strategic Planning, Human Resources, Team Building, Revenue Enhancement, Branding, Employee Training & Development
In 2006, Expert made the decision to establish her own mortgage brokerage company, which she grew and ran for five years, adding insurance brokerage services in 2007. In 2011, she founded a full-service insurance brokerage company with additional services in…
Funeral-Legacy-Retirement Planning
Expert is a Certified Financial Fiduciary which are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. He is also Registered Financial Consultant a member of IARFC (International Association…
Financial Services, Wealth Management, Asset Management, Retirement, Insurance, and Regulation
Expert is the Founder and President of his consulting firm. He is an Expert Consultant and Futurist who specializes in business intelligence, research, competitive analysis, current trends and information in the technology and, financial services industry. During his career, he…
Retail, Process Improvement, Lean, Reverse Logistics, Project Management, Returns/Exchanges, Change Management
Expert is Certified Lean Six Sigma Black Belt, and specializes in Lean Deployment, Training, Facilitation and Project Management Highly proficient process improvement professional program/project manager, who incorporates change management skills while leveraging years of practical application of Lean Principles in Big…
Healthcare and Healthcare Strategy: Advanced Analytics, Process Optimization and Operations, Business Intelligence, Product Development, Sales and Marketing
Expert has 7+ years' experience as a senior executive or consultant in the health care field with deep knowledge across a range of products, functions, and solution providers. These include: Products: Medicare, Medicaid, Commercial (national, middle market, small group), Individual,…
Insurance; Market Entry and Emerging Markets in Central and Eastern Europe
Expert possesses 40 years' executive and marketing management experience in financial services, the securities industry, and insurance and consumer products. He also served as the Chief Deputy Insurance Commissioner for the State of California. Expert has experience as the Chief…
Insurance Industry Claims and Underwriting: Property and Casualty; Life and Health
Expert was a principal in a life insurance agency for over 20 years. He and/or his agency qualified for the million-dollar round table for most of those 20 years. His agency specialized in providing insurance solutions to complex business and…
Accounting, Internal Controls Design, Financial Reporting, Human Resource Plans, and Growth Plans
Expert has a degree in accounting and has applied this training in analysis of source documents and recording of business transactions into end user financial reports. Expert has analyzed business transaction needs and internal and external reporting requirements to evaluate…