Wendy Swanson
29 years of experience working with agents and advisors on where annuities are beneficial for their clients
- Role
- Annuity Marketing Consultant at Senior Market Sales
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Wendy Swanson
Helping advisors help retirees with their retirement and legacy goals is my…
Experience
Annuity Marketing Consultant
Jan 2007 — Present · Omaha, NE, US
I work with a select group of advisors and agencies that are focused in the area of retirement income planning. Together we focus on ideas such as business refinement, practice management and marketing strategies that are very specific to put you in front of folks generally between the ages of 58-66 that have retirement planning needs.Where I can help with retirement income case design:Guaranteed income optionsGuaranteed rates to beat CD ratesRMD solutionsWealth Transfer OptionsContact details-Wendy Swanson 40••••••69
Skills
- Mutual Funds
- Long Term Care Insurance
- Critical Illness
- Annuities
- Universal Life
- Retirement Planning
- Financial Advisory
- Workers Compensation
- Property & Casualty Insurance
- Series 6
- Insurance
- Employee Benefits
- Umbrella Insurance
- Wealth Management
- Medicare
- Investments
- Financial Planning
- Whole Life
- Term Life Insurance
- Marketing Strategy
- Personal Finance
- Marketing
- Series 63
- Underwriting
- Long-Term Care
- Training & Development
- Iras
- Estate Planning
- Public Speaking
- Sales
- Financial Planners
- 401k
- Variable Annuities
- Fixed Annuities
- Sales Strategy
- Coaching
- Retirement
- Strategic Financial Planning
- Life Insurance
- Agents
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