Paul Wickham

Managing Director @Fortis Lux Financial

Scottsdale, AZ, US
EMAILS
p•••••••@fortislux.com
MOBILE NUMBERS
+16•••••••93

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WORK HISTORY

Dec 2023 — Present

Managing Director @Fortis Lux Financial

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Scottsdale, AZ, US

Managing Director of our expanding West Coast operations. Building and expanding Fortis Lux footprint to the Midwest and Western United States by investing in Life Insurance Practices, Registered Investment Advisors and CPA practices through Merger and Acquistion and partnership opportunities.

EDUCATION

1989 — 1993

St. Clair College

Degree, Business, Management, Marketing, and Related Support Services

SKILLS

WealthReinsuranceWorkers CompensationSeries 6InsuranceStrategic PlanningHealth InsuranceBrokersSeries 7General InsuranceSmall BusinessWhole LifeProperty & Casualty InsuranceLong-Term CareProfessional LiabilityFixed AnnuitiesCasualtyUnderwritingLegal LiabilityAccidentFinancial AdvisoryCritical IllnessHealth Savings AccountsIrasRetirement PlanningGroup InsuranceInvestmentsWealth ManagementInvestment AdvisoryDisability InsuranceCommercial InsuranceEstate PlanningMutual FundsUniversal LifeRetirementStrategic Financial PlanningSeries 63MarketingEmployee BenefitsUmbrella Insurance

ABOUT PAUL WICKHAM

Experience in every facet of the insurance and annuity industry in positions as President and Chief Executive Office, Vice President, Vice President of Sales, Financial Services Manager, Sales Specialist to Sales with a successful background in entrepreneurial venues. Officer accountabilities within the sales, legal, compliance, underwriting, operations, actuarial and financial areas. Extensive knowledge and success within the direct, career, general agency and independent marketing distribution channels. Extremely knowledgeable in all areas of insurance, annuities and senior market products. As a leader have help develop and implement our strategic goals and our overall direction across the insurance and annuity landscape. A lot of people have a vision of where they want to go, I work to build a team to make smart decisions about how to get there, and more importantly, how to stay there. A fearless change agent fuel-injected with enthusiasm my management style is hands on, open communication, proactive, performance driven, high ethics and “value based\". Have worked on new product development for several companies, products would include Index Universal Life Insurance, two term insurance products, a new Accidental Death and Dismemberment product designed for lower to middle America and a Telemedicine product designed around a membership chassis.

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