Todd Davis

About Todd Davis

Specialties: Certified Annuity Specialist case design approach, Facilitating wealth…

Experience

1. Annuity Brokerage Director

   Partners Advantage Insurance Services, Llc

   Aug 2014 — Present · West Palm Beach, FL, US

   My skills run deep with prospecting, establishing selling agreements, helping with business retention while building business with brokers and at the same time creating strategic alliances. Indexed, Traditional and MYGA Annuity support for agents and advisors nationwide.DIA (Deferred Income Annuity) and SPIA specialist.Retirement Income Planning and Social Security Income design support for financial advisors & insurance agents.Curtis Cloke\'s Thrive U graduate and retirement income planning case design experience & support.Public speaking and product selection for wholesale insurance and income products in all 50 states.I help agents and advisors every day with understanding and developing techniques for Retirement Income Planning using a different approach.Please call me at 95••••••15 so we can discuss some of the concepts I work with such as:• The most important 15 financial risks in retirement and why your clients need to know them• “Flooring” approach for retirement income vs. a systematic withdrawal or bucket approach to provide guaranteed lifetime income using the least amount of their assets• “Bracket Topping” with Roth conversions to help control taxes• RMD compression using the new QLAC contracts• Social Security bridging to maximize retirement income• Using cost of living guaranteed increases inside SPIA & DIA’s to guarantee increasing retirement income payments• Understanding mortality credits and how important they are to retirees• First in blend out “exclusion ratio “ tax treatment for non-qualified money• The importance of asking all of your clients if they have a written plan to get more appointments• New Mortality table changes forthcoming in 2016 lowering lifetime annuity payout rates• Client acquisition strategies - Adult Educator, College Tuition Funding concepts & Center of Influence Partners• Asset Based LTC product availability • Pacific Life Annuities• New York Life Annuities

Education

• Oglethorpe University

  Sales - Psycology - Management

  1972 — 1973

• The American College of Financial Services

  Retirement Income Certified Professional

  2016 — 2017

• Institute of Business & Finance

  Certified Annuity Specialist, Annuities

  2011 — 2011

• Mercer University

  Sales Management

  1973 — 1976

Skills

• Financial Planners
• Social Security Retirement Planning
• Fixed Annuities
• Recruiting
• Underwriting
• Long Term Care Insurance
• Indexed Annuities
• Wealth
• Wealth Management
• Estate Planning
• Financial Services
• Personal Finance
• Finance
• 401k
• Investments
• 401k Rollovers
• Pensions
• Personal Financial Planning
• Portfolio Management
• Iras
• Critical Illness
• Universal Life
• Investment Advisory
• Retirement
• Social Security Planning
• Long-Term Care
• Retirement Income Planning
• Investment Strategies
• Customer Service
• Life Insurance
• Brokers
• Employee Benefits
• Roth Ira
• Retirement Income Flooring
• Asset Protection
• Term Life Insurance
• Retirement Income Strategies
• Strategic Financial Planning
• Disability Insurance
• Wealth Management Services