Wendy Swanson, Senior Marketing Consultant

Wendy Swanson's, RICP ^®, CLTC, National Social Security Advisor (NSSA ^®) Certificate Holder, 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. She has been in the insurance industry since 1996 which makes 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.