Caleb Costellow

About Caleb Costellow

As President of Southern Kentucky Financial Services, LLC, I bring 1.5+ years of leadership in the financial services sector, drawing on over a decade of experience in health insurance, relationship management, and sales. My focus is on building strategic partnerships and delivering tailored solutions to meet the diverse needs of clients in the retirement market. Previously, I contributed to the growth and success of organizations such as CareFree Insurance Services, Inc. and Cornerstone, where I managed broker distribution networks and sales teams across multiple regions. Committed to fostering strong client relationships, I strive to create impactful strategies that enhance customer satisfaction and drive measurable outcomes for the organization.Insurance products are offered through the insurance business Southern Kentucky Financial Services (SOKY). SOKY is also an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEWM does not offer insurance products. The insurance products offered by SOKY are not subject to investment adviser requirements. SOKY ls not affiliated with the U.S. government or any governmental agency.

Experience

1. President

   Southern Kentucky Financial Services, Llc

   Jul 2024 — Present · Bowling Green, KY, US

   Registered with AEWM: 4/2025

Skills

• Sales Presentations
• Microsoft Excel
• Term Life Insurance
• Marketing Strategy
• Disability Insurance
• Lead Generation
• Insurance Brokerage
• Business Development
• Medicare
• Working with Brokers
• Sales
• Retirement Planning
• Account Management
• Microsoft Word
• Insurance
• Leadership
• Selling
• Direct Sales
• Sales Management
• Marketing
• Team Building
• Management
• Long-Term Care
• Whole Life
• Health Insurance
• Brokers
• Customer Retention
• Customer Service
• Employee Benefits
• Life Insurance
• Cold Calling
• Relationship Management
• Small Business