Scott McKay

Life Insurance and Ltc Specialist @Addison Avenue Investment Services

Tampa, FL, US
MOBILE NUMBERS
+13•••••••94

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WORK HISTORY

May 2022 — Present

Life Insurance and Ltc Specialist @Addison Avenue Investment Services

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Building a new platform for Life Insurance and LTC sales thru the Advisory Channel for First Tech Federal Credit Union, Addison Avenue Advisors. Working directly as a Point of Sale partner with the advisors for clients with various needs including all types of Life Insurance solutions including Life Insurance Retirement Planning, tax efficient Wealth Transfer (ILIT), Income Replacement, and LTC needs.

EDUCATION

1980 — 1984

University of Nebraska-Lincoln

Music, Theatre

1978 — 1980

Lincoln East High

Garduated 1980

ABOUT SCOTT MCKAY

Experienced financial services professional with a proven track record of success in sales, marketing, and training. Skilled in identifying and capitalizing on new business opportunities, as well as building and maintaining strong client relationships. A dynamic and innovative leader who has successfully implemented initiatives to revitalize sales and drive profitability and growth. Recognizes as SME in sales, financial planning, and marketing with a talent for simplifying complex products and delivering impactful training. An expert in conducting webinars, seminars, and large group training, as well as developing and implementing effective business development strategies. Fluent in various products and services, including life insurance, annuities, and long term care. Series 6, Life and Health Licensed.

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Scott McKay — Email, Phone Number & Contact Info | Unifers