Wendy’s voracious appetite for learning new things means she’s often the marketing consultant advisors turn to when they want the latest products, features and sales concepts. Her 22 years of experience in the insurance industry also make her a valuable resource. She’s able to provide unbiased consulting on safe money solutions for advisors who have clients with income, retirement and estate planning needs. By focusing on marketing efforts, she helps clients expand their pipeline of qualified prospects and close opportunities they’ve uncovered. This allows producers to do what they do best – help clients reach their retirement dreams. The best part of her job? Working through these cases and receiving phone calls from agents after they’ve helped their clients. It gives her a true sense of “jubilation,” she said, as well as purpose to know she has helped another client.
Wendy credits her bachelor’s degree in marketing management as well as her associate’s degree in psychology for contributing to her success. She’s also had many articles published in insurance industry publications. Born in Sioux City, Iowa, Wendy grew up in a small Nebraska town called Homer. She has three lovely girls who keep her running all week long. She has an appreciation for music and was a proficient trumpet player growing up. Her passion for learning new things keeps her busy outside of work, too – whether by reading books, browsing the Internet or watching documentaries. If you need a dose of encouragement, Wendy’s your marketing consultant. She’s a believer in the power of positivity, the law of attraction and knows how to turn lemons into lemonade.
“Wendy is the best product consultant I have worked with. She is sincere and really puts forth a great effort. I can rely on her to get the right answer for me in a timely manner. I would highly recommend Wendy to any independent producer.”
“Wendy knows how to help agents. She knows products, and she has a genuine concern for both the client and the producer. I rely on Wendy for her prompt, responsive service and objective insight into my business challenges.”
“We have been working with Wendy for a couple of years. We do over $6 million a year and this year have already written over $2 million. She has the knowledge we need when we call and is always ready to jump in and get us what we need.”
“Wendy Swanson is one of those extremely rare people who delivers more than promised. No matter my question, no matter my need, no matter my time crunch, I know I can always rely on Wendy to make it happen. And the best thing is that Wendy and Senior Market Sales offer the top companies with the most competitive products.”