Eric Estrada
Advisor Consultant: Protected Lifetime Income | Care Planning | Wealth Transfer at Synergy Annuity Marketing- Claim this Profile
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Bio
Experience
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Synergy Annuity Marketing
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United States
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Financial Services
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1 - 100 Employee
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Advisor Consultant: Protected Lifetime Income | Care Planning | Wealth Transfer
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May 2010 - Present
Houston, Texas I help entrepreneurs because that's what I am. I not only serve as a product source to my producers but also as an expert on creating a process for growth that's both simple and effective. The two biggest goals I have when working with advisors is to help them become a better marketer and better fact finder. Here are the markets I can help you with: Senior Market- I help you simplify and break down a "complete" retirement plan into three areas- income, wealth… Show more I help entrepreneurs because that's what I am. I not only serve as a product source to my producers but also as an expert on creating a process for growth that's both simple and effective. The two biggest goals I have when working with advisors is to help them become a better marketer and better fact finder. Here are the markets I can help you with: Senior Market- I help you simplify and break down a "complete" retirement plan into three areas- income, wealth transfer, and care. If we can incorporate tax free strategies in any of these areas, your clients are gonna become your fans. Business Owners- I've found the ultimate advantage to getting a business owner's attention that leads to 6 figure planning cases. If you are 100% focused on B2B or would like to find a way to monetize your professional relationships, you could be a fit. If you are... Passionate about building a thriving business focused on helping others, Leading with an educational approach and creative ideas to earn clients, Willing to roll up your sleeves and market your practice, Then I am your go to consultant. If you have any questions about how I can help you grow your fixed life, annuity, or LTC business, feel free to contact me. eestrada@synergyannuity.com Direct: 713-574-6066 www.synergyannuity.com Show less
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Educator: Living Benefits | Safe Money | Ninja Money Skills
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Dec 2013 - Present
Houston I educate Americans on Living Benefits and other tax free money moves to add to their financial plan. The last 10 years have taught me a lot about money and I've simplified what you really need to know into 10 step a process that helps develop your "Ninja Money Skills."
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Owner
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Mar 2018 - Present
Houston, Texas Area I turned one of my passions into a thriving business. We provide amazing crawfish at a price you won't even think twice about. Contact me for private parties, corporate events, and bar pop-ups. We're available only during the peak months of March-May.
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Education
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Texas State University-San Marcos
Bachelor of Arts (B.A.), Communication and Media Studies