André Scroggie

Executive Marketing Director @Gfi Global Financial Impact

Miami, FL, US

Specialize in Life Insurance with Living Benefits: Offer comprehensive policies that provide clients with financial flexibility by allowing them to access funds while still alive.• Financial Solutions Consultant: Assist clients in using their policies to save for college, start a business, retire early, and invest in properties, ensuring they maximize the value of their coverage.• Client Needs Assessment: Conduct thorough assessments to understand each client\'s unique financial goals and design customized insurance solutions to meet those objectives.• Educational Planning: Help families plan for future education expenses by leveraging policies to build a tax-advantaged savings fund for college that don’t count against financial aid qualification.• Entrepreneurial Support: Guide aspiring entrepreneurs in using their policies to fund new business ventures, providing them with a reliable source of capital.• Retirement Planning: Assist clients in planning for early retirement by utilizing benefits to create a stable income stream during their golden years.• Investment Strategies: Advise clients on using policies to purchase investment properties, helping them diversify their portfolios and build wealth.• Customer Relationship Management: Maintain strong client relationships through exceptional service, regular policy reviews, and proactive communication, leading to high client satisfaction and retention.• Team Leadership: Lead and mentor a team of insurance agents, fostering a collaborative environment focused on achieving client success and meeting sales targets.

University of California, Santa Cruz

Bachelor of Science (BS), Computer Engineering

San Francisco State University : College of Extended Learning

Project Management

Phillips Exeter Academy

High School Diploma, General Studies