Thomas Vassallo

Annuity and Asset Based LTC Consultant at MRW Financial Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
North Port-Sarasota Area
Languages
  • English -
Skills

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Credentials

  • CFP
    CFP Board

Experience

  • MRW Financial Brokerage
    • United States
    • Insurance
    • 1 - 100 Employee
    • Annuity and Asset Based LTC Consultant
      • May 2016 - Present

      Work with financial advisors to help them expand their practice and increase production. Recruit and support financial advisors in the fixed annuity and asset based long term care product lines. Work with financial advisors to help them expand their practice and increase production. Recruit and support financial advisors in the fixed annuity and asset based long term care product lines.

  • Agent Link
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • National Sales Director
      • Jun 2014 - May 2016

      Worked with insurance carriers, broker dealers, brokerage general agencies and advisors to develop cost effective recruiting, marketing and sales platforms designed to generate a positive return on investment Worked to develop the industry’s first predictive analytic platform developed exclusively to recruit and support independent financial advisors and agents Worked with insurance carriers, broker dealers, brokerage general agencies and advisors to develop cost effective recruiting, marketing and sales platforms designed to generate a positive return on investment Worked to develop the industry’s first predictive analytic platform developed exclusively to recruit and support independent financial advisors and agents

  • Physician's Advisory Group
    • Sarasota, FL
    • President
      • Jan 2002 - Jun 2014

      President of Physician’s advisory group a financial services agency training and supporting advisors catering to the unique financial needs of physicians Developed and designed for compliance approval all marketing material, sales presentations and sales techniques Work internally with a major career carrier with producers to train and support their sales efforts to physicians Provided back office and client facing sales support for advanced life insurance, annuity, disability insurance, long term care insurance, defined contribution and defined benefit plans. Worked with advisors to develop asset protected comprehensive financial plans that led directly to sales in the brokers core product portfolios Show less

  • Sun Insurance Marketing Network, Inc.
    • Sarasota, FL
    • President
      • Aug 1990 - Jan 2002

      President of Sun Insurance Marketing Network, Inc. an early managing general agent for long term care insurance and annuity products. Exclusive marketing contracts for Aetna, American Travellers Life Insurance Company and Penn Treaty Life Insurance Company. Exclusive National Long Term Care Marketing Contract for AIG Life Insurance Company and American International Life Assurance Company of New York. Responsibilities included recruiting and managing a network that exceeded 10,000 licensed independent agents. Developed and conducted training and recruiting workshops making presentation weekly throughout the country. Attended and presented at national financial services industry conferences for the purpose of recruiting, supporting and training independent licensed agents. Show less

Education

  • University of Florida
    1988 - 1991

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