Securities | Wealth | Insurance

Overland Park, Kansas
Joined May 2009
We’re in Kansas City today for @GoCreativeOne's Taxes Declassified. Great day training on the four biggest risks facing savers in retirement.
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📖"Marketing is not the art of finding clever ways to dispose of what you make. It is the art of creating genuine customer value." - Philip Kotler. 📝Focus on communicating the value you deliver for clients, and your marketing will be more effective.
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New Digital Media Strategist job with @GoCreativeOne posted on #KCJobSeekers: kansascityjobseekers.com/mar…
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Do your retired clients still need life insurance? bit.ly/1pNRIu7
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CreativeOne retweeted
Two West Des Moines IA firms maintained their position in the top five for 2ndQ annuity sales owl.li/AKhHT
5 Secrets of a Top-Performing Advisor: thinkadvisor.com/2014/06/25/…
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Allianz Life is on a tear with 1Q FIA sales bit.ly/1iGyKO4
Discover which sales techniques keep you from failing! ow.ly/xIi2K
#SocialSecurity will stop forwarding letters bit.ly/1k09bKz
IRI's Fourth Annual Report on the #Retirement Preparedness of the Baby Boomer Generation is available at: irionline.org/newsroom/newsr… #NRPW
CreativeOne retweeted
Women's #SocialSecurity & #retirement savings tend to be less than men's, & should consider additional savings. hub.am/IraFyB
The purpose of a value proposition and what makes it different from other speeches goo.gl/MhqwRX
Do you know the five little-known secrets for financial advisors on LinkedIn? Learn from Amy McIlwain. ow.ly/rdM24
Holistic #retirement planning: the best way to build trust bit.ly/1fPNjij
5 Prospecting Methods That Really Work ow.ly/qyhKq #TRodTweets
CreativeOne retweeted
Replying to @GoCreativeOne
@CreativeMkting We invite your Annuity Professionals to join us on 11/7 to discuss the new NAIC Buyer's Guides: bit.ly/16RPFY1
Social security is more than just retirement income.
CreativeOne retweeted
LIVE: one iPad app for two great annuities. Update today.
#Prospects and #clients are demanding more, and it’s the #women that are speaking up and stepping out. Are you ready? bit.ly/16H79Ma
CreativeOne retweeted
A Putnam Investments survey found 75% of #independent #advisors use at least 1 #socialmedia network for business. hub.am/1aaoCcV
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