Former Chief Marketing Officer and CEO of American Skandia, the fastest growing variable annuity and mutual fund company of the 1990s, becoming the largest variable annuity company in the United States in the 2nd quarter of 2000--after only starting 12 years earlier as an unrated start-up long term savings company.
Co-Founder of WealthVest Marketing, an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. WealthVest is unique in providing a proprietary world-class digital marketing platform (Advisor Deck), supported by comprehensive social media marketing, digital marketing coaching by Matt Halloran, the mos...
Contact Details
Tags
inflation protectionfixed annuitytax deferralguaranteed living withdrawal benefitretirement plansportfolio optimizationfixed index annuityprincipal protectionannual point to point
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
