Jon Summers
VP of Financial Solutions, Director of Annuity Distribution
- Role
- VP of Financial Solutions, Director of Annuity Distribution at Senior Market Sales
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Jon Summers
For the past several years I have been helping Financial professionals and independent insurance agents save time, make more money, and put their business in a position of distinction. I offer my expertise in both the products that we offer, and also the valued resources that we have created organically to help our advisors better serve their clients. I have a good working knowledge of both Medicare and Social Security, and teach advisors how those two very important programs will impact their clients financial plan in retirement. If you are looking for a dedicated professional who is trustworthy, and willing to go above and beyond to exceed expectations then please feel free to reach out to me. Simply put, I am all in with those that choose to work with me. I see myself as a valued partner with the advisors of Senior Market Sales. If you are interested in learning more about what I do or what we can do to help take your business to the next level please reach out to me directly.
Experience
VP of Financial Solutions, Director of Annuity Distribution
Jan 2023 — Present
Education
Northwest Missouri State University
Bachelor of Science
2005 — 2009
Hogeschool PXL
International Business, International Marketing, Finnish as a language
2008 — 2008
Skills
- Property & Casualty Insurance
- Long-Term Care
- Life Insurance
- Wealth Management
- Licensed Life & Health Insurance Agent
- 401k
- Wealth Accumulation
- Medicare Part D
- Variable Annuities
- Social Security Planning
- Leadership
- Social Security
- Retirement
- Strategic Financial Planning
- Wealth
- Account Management
- Series 6
- Insurance
- Sales
- Financial Planners
- Universal Life
- Iras
- Accident
- Investment Advisory
- Underwriting
- Fixed Annuities
- Disability Insurance
- Series 63
- Marketing
- Health Insurance
- Brokers
- Medicare
- Investments
- Equity Indexed Annuities
- Term Life Insurance
- Marketing Strategy
- Personal Finance
- Financial Advisory
- Financial Planning
- Whole Life
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