Financial Fitness Advisor
INDEXED ANNUITIES and INDEXED LIFE INSURANCE
Cold calling to develop new business
Meet with clients to prepare "Needs Analysis"
Recommend products(s) for their investment strategy going forward
Submit applications to insurance companies
Delivery of annuity and life insurance policies to client upon completion of approval
Advised clients on diversifying their investment portfolios for risk avoidance, providing experience in planning for estate and transference of assets to clients and their heirs.