Experience

Asset Marketing Systems

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Income Certified Professional® & VP - Business Consultant

  • Jul 2012 - Present

  As a business consultant and coach for Asset Marketing systems, I help successful advisors build and grow their practices in the current uncertain market environment by utilizing strategies and tools unique to Asset Marketing Systems. As a business consultant and coach for Asset Marketing systems, I help successful advisors build and grow their practices in the current uncertain market environment by utilizing strategies and tools unique to Asset Marketing Systems.



Payson Financial, Insurance and Financial Services

• Retirement Income Certified Professional®

  • Aug 2009 - Present

• Retirement Income Certified Professional®/ Investment Advisor Representative

  • Jun 2009 - Present

  Retirement Income Certified Professional and Investment advisor.“ The essence of investment management is the management of risk, not the management of returns” - Benjamin GrahamOur goal is to manage risks, leading to better outcomes by addressing:Longevity * Inflation * Market/Sequential Returns * Interest rate * Health Care costsInvestment Advisory Services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Advisor. Payson Financial, Samuel F. Payne and BCM are independent of each other. Show less



WealthVest

• United States
• Financial Services
• 100 - 200 Employee

• Sales and Business Consultant

  • May 2010 - Aug 2011

  WeathVest Marketing is an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. Headquartered in Bozeman, Montana and maintaining offices in San Francisco, California, WealthVest sells “A” rated or higher annuity and life insurance products coupled with innovative marketing services to Broker-Dealers and financial Sales Consultant responsibilities include: • Educating and training financial advisors in the proper usage of Fixed and Fixed Indexed annuities in client retirement portfolios. • Consultative wholesaling of high-quality annuities to financial advisors. Show less



The Phoenix Companies, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Regional Vice President - Annuity Distribution

  • Apr 2007 - Jun 2009

  Regional Vice President covering the State Farm distribution channel in Southern California and Western Arizona. Regional Vice President covering the State Farm distribution channel in Southern California and Western Arizona.



Asset Marketing Systems

• United States
• Financial Services
• 1 - 100 Employee

• Business Consultant

  • May 2005 - Apr 2007

  Asset Marketing Systems is a Field Marketing Organization, Marketing Annuity, Long Term Care and Life Insurance through a group of independent producers. We are the largest wholesaler of Annuities in the nation. My role is to help producers take their business to the next level allowing them to double their income and double their time off. Asset Marketing Systems is a Field Marketing Organization, Marketing Annuity, Long Term Care and Life Insurance through a group of independent producers. We are the largest wholesaler of Annuities in the nation. My role is to help producers take their business to the next level allowing them to double their income and double their time off.



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• District Manager

  • Mar 2001 - Jan 2005



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Agency Owner

  • Oct 1984 - Feb 2000