Arnold Cochran-Ortiz
- Role
- Financial Services Professional at Innovative Strategies
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Experience
Financial Services Professional
Aug 2022 — Present
At Innovative Strategies we have leading financial industry experts who collectively bring more than 170 years of experience. I specialize in working with clients who wish to have a financial vehicle aimed at savings with uncapped potential returns based on a series of financial indexes which allow the diversification of profit while protecting the principal from possible losses. The financial vehicles on which I concentrate all my efforts are: Fixed Indexed Annuities and Indexed Universal Life. These financial vehicles allow my clients\' savings to participate on the profits reflected by the financial market indexes without the risk of loss. For example, If the index used to allocate interest on savings reflected a reduction, the principal would not be affected, and interest earnings would be zero. If, on the contrary, the index reflected an increase, the interest gain would be added to the principal. At Innovative Strategies we have customized indexes made exclusively for the agency which allow their volatility to be markedly reduced and thus increase the chances of reflecting gains more frequently than traditional indexes such as the S&P 500 index. Our indexes give us a competitive advantage in the insurance industry when it comes to fixed indexed annuities and indexed universal life insurance.
Skills
- Program Management
- Business Strategy
- Market Research
- Management Consulting
- Negotiation
- Sales Management
- Marketing
- Human Resources
- Team Management
- Business Analysis
- Entrepreneurship
- Finance
- Crm
- Strategy
- Pricing
- Business Development
- Coaching
- P&L Management
- Talent Management
- Recruiting
- Forecasting
- Retail
- Outsourcing
- Mergers & Acquisitions
- Sales Operations
- Strategic Planning
- New Business Development
- Training
- Performance Management
- Consulting
- Analysis
- Budgets
- Leadership Development
- Team Building
- Process Improvement
- Team Leadership
- Business Planning
- Business Process Improvement
- Start-Ups
- Banking
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