Lance Westfall
Insurance Advisor @Futurity First
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WORK HISTORY
Insurance Advisor @Futurity First
Boise, ID, US
I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options and evaluating retirement planning tools. I help individuals, families and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure. My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing insurance coverage or start from scratch with any questions you have. You will have everything you need to make well-informed decisions. As an independent advisor with Futurity First, I provide truly objective guidance. Rather than just offer a few solutions, I can access FFIG’s massive portfolio including many of the top names in the industry. You will get a customized plan tailored to your specific needs. I enjoy being an active part of our community helping local neighbors secure their future.
EDUCATION
Ashford University
Masters, Business Administration, Specialization: Project Management
UC San Diego
Introduction to SQL Programming
Pepperdine University
Bachelor of the Arts, Political Science and Religion
ABOUT LANCE WESTFALL
Self-driven professional with over 15 years of experience in Analytics, Business Intelligence, Project Management, Data Reporting, Compliance, Workforce Management and Sales Operations. What drives me? Inspiring employees and customers with innovative ideas, strategic planning, and delivering extraordinary results!My Gallup StrengthsFinder 2.0 Top 5 Strengths: 1. Strategic 2. Activator3. Responsibility4. Learner5. IdeationSpecialties-SQL reporting-Speech analytics-Process optimization-Situational leadership-Presenting with impact-Project implementation-Excel dashboard development-Research and legal risk mitigation-Identifying efficiency opportunities-Disruptive innovation and change management-High emotional intelligence and self-awareness
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