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Randy has 32 years of experience in the industry, 26 of which were spent in the field. Owning his own financial business gave him a lot of experience and makes him a great source of knowledge. He also earned his CFP* designation and was certified as a METDESK agent while with New England Financial.
Robert Kelson is Vice President of Independent Retirement Sales. He is responsible for growing fixed index annuities (FIA) sales within the Independent Marketing Organization (IMO) channel. In this role, Robert trains marketers and agents on the company’s products, manages key accounts and helps ensure his team meets their sales goals.
Cecil is an intellectual property attorney in Northern Virginia. For over 20 years, he has focused his practice on assisting clients in capturing and deploying their intellectual property assets to maximum benefit, through litigation and enforcement, licensing, and through the acquisition and deployment of funding for development of the client’s intellectual property assets.
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Lance Larsen, CLU, ChFC, LLIF, is a Key Accounts Manager for Transamerica’s Brokerage Channel based out of Cedar Rapids, Iowa. Lance is a 20+ year veteran of the financial services industry, joining Transamerica in 2007.
Meredith Elliott began her career in the insurance industry almost 20 years ago as an insurance and annuity agent with Minnesota Life. As Senior National Account Director for John Hancock, she has direct responsibility for the sales success of her partner accounts and their affiliated producers.
Dan’s expertise in SMS’ web-based agent tools, international life and health, high limit AD&D and travel insurance products makes him a great asset for agents who are looking to expand their product portfolios. He is able to help agents with questions about growing their business and helping their clients plan and protect their travel plans.
Marci Fried is a Professional Business Advisor and Speaker with Pareto Systems. Her background is extensive and covers a wide spectrum including roles as a Financial Advisor, Senior Management at a Fortune 500 Company and building and running a successful small business for nearly a decade.
Whitney has been in the financial services industry over 14 years. She joined American Equity in 2014 as Marketing Phone Specialist, and was named Field Marketing Specialist for the North Central and Northwest Regions in 2015.
Rob has worked with National Guardian Life Insurance Company (NGL) for over 10 years. It makes sense that in that amount of time, he has spent time in various departments throughout the company.
Trevor Campbell is a Regional Sales Consultant for Prudential’s Individual Life Insurance division, based in Minneapolis, covering 11 states in the Midwest and Upper Midwest regions of the country. He is highly experienced and knowledgeable at using life insurance to benefit clients.
The Annual Election Period (AEP) represents a busy time for agents who sell Medicare products. Proper preparation is key. Are you prepared? Do you have a strategy in mind? The pandemic has prompted many agents to incorporate virtual meetings, social media and the like into their 2021 AEP strategy. Senior Market Sales® (SMS) offers a few tips and resources to help with this process.
As President of Senior Market Sales®, Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations.
Mark comes to Senior Market Sales with 27 years of experience in the insurance and financial services industries. As Senior Market Sales’ Associate Director of Annuities, Mark’ strength is providing marketers with sales ideas and holding them accountable to their goals — which, in turn, makes them stay accountable to their clients.