Experience

ACSIA Partners

• United States
• Insurance
• 200 - 300 Employee

• Director Sales, Life Insurance & Asset Based Long Term Care

  • Mar 2012 - Present

  Hybrid Life insurance and annuity specialist working closely with long term care specialists to provide solutions for clients looking to solve their long term care insurance, life insurance and retirement income needs. Activities include quoting, planning, training, case design, client acquisition and retention. Hybrid Life insurance and annuity specialist working closely with long term care specialists to provide solutions for clients looking to solve their long term care insurance, life insurance and retirement income needs. Activities include quoting, planning, training, case design, client acquisition and retention.



GIL EDWARDS & ASSOCIATES, INC.

• United States

• Founder, Owner

  • Jan 2008 - Present

  Works closely with financial advisors, institutional accounts and their clients to provide insurance expertise, case design and back office processing. My goal is to assist the institution throughout the planning/sales process by assisting the institution with carrier and product recommendations, field underwriting and application submission. With over 30 years of life insurance sales and marketing experience, we have the tools and resources needed for the following specialty markets: Banks… Show more Works closely with financial advisors, institutional accounts and their clients to provide insurance expertise, case design and back office processing. My goal is to assist the institution throughout the planning/sales process by assisting the institution with carrier and product recommendations, field underwriting and application submission. With over 30 years of life insurance sales and marketing experience, we have the tools and resources needed for the following specialty markets: Banks, Wire Houses, P & C Agencies, Wealth Managers, LTC Agencies, Broker Dealers, CPA Networks, Associations and Affinity Groups. Show less Works closely with financial advisors, institutional accounts and their clients to provide insurance expertise, case design and back office processing. My goal is to assist the institution throughout the planning/sales process by assisting the institution with carrier and product recommendations, field underwriting and application submission. With over 30 years of life insurance sales and marketing experience, we have the tools and resources needed for the following specialty markets: Banks… Show more Works closely with financial advisors, institutional accounts and their clients to provide insurance expertise, case design and back office processing. My goal is to assist the institution throughout the planning/sales process by assisting the institution with carrier and product recommendations, field underwriting and application submission. With over 30 years of life insurance sales and marketing experience, we have the tools and resources needed for the following specialty markets: Banks, Wire Houses, P & C Agencies, Wealth Managers, LTC Agencies, Broker Dealers, CPA Networks, Associations and Affinity Groups. Show less