Greg Yodis
Recruiting Independent, Life Insurance and Annuity producers to become members of Pinnacle Financial Services. Pinnacle provides you the tools to grow your practice and continue to build your future.
- Role
- Senior Sales Director Life, Annuity and Ltc at Pinnacle Financial Services, Inc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Senior Sales Director Life, Annuity and Ltc
Pinnacle Financial Services, Inc
Oct 2023 — Present · Warminster, PA, US
With over 20 years of experience working in the financial industry, I assist financial advisors, independent agents, and agencies to grow their business. Specializing in Annuities, Life Insurance, and Long-term Care Solutions. My goal is to help every customer get access to the best solution for their personal situation.
Education
University of Connecticut
Bachelor of Science (BS), Finance and Financial Management Services
Penn State Smeal MBA Program
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Skills
- Asset Managment
- Series 7
- Survivorship
- Managing Distribution Channels
- Management
- Wealth Accumulation Strategies
- Portfolio Management
- Unit Investment Trusts
- Financial Services
- Channel Strategy
- Closed-End Funds
- Financial Planning
- Wrap Accounts
- Pa Life, Accident and Health
- Retirement
- Strategic Financial Planning
- Wealth Management
- 529 Plans
- Leadership
- Separate Accounts
- Key Person Protection
- Fixed Income
- Sales Channel Development
- Investment Advisers Act
- Life Insurance
- Sep Ira
- 401k Rollovers
- Series 63
- Permanent Life Insurance
- Traditional Ira
- Unified Managed Accounts
- Etfs
- Asset Allocation
- Mutual Funds
- Investments
- Investment Advisory
- Series 66
- Investment Strategies
- Alternative Investments
- Series 6
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.