Experience

Bridlewood Insurance Services Inc.

• United States
• Insurance
• 1 - 100 Employee

• Professional Speaker- Medicare: Education AND Execution

  • Mar 2017 - Present

  Greater San Diego Area Speaker/ Partner to financial services firms. Fiduciary-minded guidance on how to integrate Medicare planning into a financial plan. Guest on “ Financial Sense” podcast. Regular Guest on “The Ray Lucia Show”. Sponsored Speaker for Medicare Planning Roadshow within Wells Fargo Advisors.

• Vice President Sales Marketing

  • Jan 2016 - Oct 2023

  San Diego, CA -Creator of “The Medicare Execution Process”; which fits Medicare planning into any financial planning process. -Top 2% among 700 agents at Bridlewood Insurance - #1 in Medicare Supplement Sales at Bridlewood Insurance 2017-2022 -Winner of Bridlewood Insurance “Pathfinder Award” in 2017. - I manage a team of staff and agents trained specifically in “The Medicare Execution Process”.



DesignMyMedicare.com

• President

  • Jan 2016 - Present

  San Diego, California, United States -Brian pioneered a trademarked process to help financial advisors demonstrate leadership about Medicare. -Brian has personally guided 1200 clients of financial advisors into Medicare. -Trains investment/insurance wholesalers to build a franchise-style business, adding unexpected value to their audience of financial advisors, and building a multi-decade recurring revenue business. -The Medicare Execution Process tm has been responsible for over 2,000 Medicare… Show more -Brian pioneered a trademarked process to help financial advisors demonstrate leadership about Medicare. -Brian has personally guided 1200 clients of financial advisors into Medicare. -Trains investment/insurance wholesalers to build a franchise-style business, adding unexpected value to their audience of financial advisors, and building a multi-decade recurring revenue business. -The Medicare Execution Process tm has been responsible for over 2,000 Medicare enrollments. -The process helps weave Medicare planning into the broader financial planning process, AND uncovers subsequent financial planning topics for client and advisor to have following the Medicare enrollment. Show less



Expert Witness in FINRA Arbitration, Self Employed

• Expert Witness

  • Jul 2016 - Jul 2016

  San Diego, CA Qualified by FINRA arbitrator to testify as an expert witness in a securities industry arbitration concerning the wholesaling sector of securities and insurance industry.



Lincoln Financial Distributors

• United States
• Financial Services
• 400 - 500 Employee

• Regional Marketing Director

  • Aug 2013 - Sep 2015

  San Diego County, Inland Empire, Las Vegas Wholesaled LTC/ Linked Benefit Insurance products to financial advisors in all channels.



InspereX

• United States
• Investment Banking
• 100 - 200 Employee

• Regional Vice President

  • Jul 2012 - Aug 2013

  Greater San Diego Area Marketed UITs, Structured Investments, and Annuities to financial advisors and RIAs in CA and NV.



WBI

• United States
• Financial Services
• 1 - 100 Employee

• Regional Director

  • Aug 2011 - Jul 2012

  Greater San Diego Area I wholesaled separately managed accounts and mutual funds. Territory is San Diego, Orange County, Los Angeles and surrounding areas. Wirehouse, independent, and bank channels. Absolute return manager.



Sun Life

• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Feb 2005 - Sep 2011

  San Diego, CA Wholesaled variable annuities to financial advisors in wirehouse channnel in Southern CA. Was consistently in top fourth measured by IXI market penetration for the last 3 years.



PLANCO

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Regional Marketing Director

  • Jan 2002 - Feb 2005

  Variable Annuity Wholesaler Represented the Hartford Leaders Suite of Variable Annuities Wirehouse Channel Southern California Consistently grew the amount of incoming assets in each of the 3 years I worked here. Had a great time, but enjoying my current job even more!



AIG SunAmerica

• Internal Wholesaler

  • Jan 2000 - Jan 2002

  Served as an internal wholesaler/ support role to two external wholesalers in SunAmerica's wirehouse channel variable annutiy distribution team. Great introduction into the financial services/ wholesaling indsutry. Won several contests among my peer group. Won a trip for most growth in sales in Merrill Lynch.