Drew Gill
Hybrid Life Consultant at Concourse Distributors
- Role
- Hybrid Life Consultant at Concourse Distributors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Drew Gill
Do not save what is left after spending; instead spend what is left after saving.” - Warren Buffett
Experience
Hybrid Life Consultant
Oct 2019 — Present · Cleveland, OH, US
Foster relationships with financial advisors in areas of Ohio, Indiana, Pennsylvania and West Virginia by means of incorporating life insurance plan strategies particularly to suit their client\'s need. Implement advanced case design per client, including estate planning meetings with attorneys. In-depth business planning for each branch team, helping discover new opportunities.Within Concourse Financial Group, I\'m able to offer the following products:• AIG• John Hancock• Lincoln Financial Group• Pacific Life Insurance• Protective Life Insurance• Prudential Life Insurance• Mass Mutual• Banner Life• Nationwide Variable products distributed by registered broker-dealer Investment Distributors, Inc, Birmingham, AL.
Education
Kent State University
Bachelors of Business Administration, Finance and Healthcare Systems Management
2014 — 2018
The American College of Financial Services
Chartered Life Underwriter® (CLU®), Advanced Estate Planning, Advanced Insurance Planning, Life Insurance Law, Income Taxation
The American College of Financial Services
Chartered Financial Consultant® (ChFC®), Advance Retirement Planning, Income Taxation, Advance Investment Planning, Estate Planning
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