Eric Couch
Chief Servant at ProVision Brokerage, LLC- Claim this Profile
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English Native or bilingual proficiency
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Sarcasm Native or bilingual proficiency
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Annuity Nerd (Insurance, Tax & Law) Full professional proficiency
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Spanish Limited working proficiency
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Quoting movies as part of a regular conversation Native or bilingual proficiency
Topline Score
Bio
Mark Hoffman
In my 46 years of working with thousands of insurance professionals I have met a few outstanding fully trustworthy men and women. Eric Couch is one Insurance Professional that stands head and shoulders above the rest! He is thoroughly knowledgeable and consistently up to date on all facets of the annuity and insurance industry. I trust Eric with my family's insurance and annuity needs and I recommend that others trust him too. His yes means yes and his no means no! Whenever you look back on his advice and counsel you can safely say, "This was and continues to be a superior decision." Sincerely, Mark Hoffman CLU, ChFC
Kevin Brunner
I have known Eric Couch for many years, through 'thick and thin', and in the best of times and the worst of times, he is consistent. Always with integrity, he keeps his word. His ‘yes’ means yes. His ‘no’ means no. And in our industry, this is unfortunately a very rare thing. Need support, advice, honesty, call Eric. Just not on Sunday, as that’s the one day he has Higher priorities, which is the root of why he is so successful.
Mark Hoffman
In my 46 years of working with thousands of insurance professionals I have met a few outstanding fully trustworthy men and women. Eric Couch is one Insurance Professional that stands head and shoulders above the rest! He is thoroughly knowledgeable and consistently up to date on all facets of the annuity and insurance industry. I trust Eric with my family's insurance and annuity needs and I recommend that others trust him too. His yes means yes and his no means no! Whenever you look back on his advice and counsel you can safely say, "This was and continues to be a superior decision." Sincerely, Mark Hoffman CLU, ChFC
Kevin Brunner
I have known Eric Couch for many years, through 'thick and thin', and in the best of times and the worst of times, he is consistent. Always with integrity, he keeps his word. His ‘yes’ means yes. His ‘no’ means no. And in our industry, this is unfortunately a very rare thing. Need support, advice, honesty, call Eric. Just not on Sunday, as that’s the one day he has Higher priorities, which is the root of why he is so successful.
Mark Hoffman
In my 46 years of working with thousands of insurance professionals I have met a few outstanding fully trustworthy men and women. Eric Couch is one Insurance Professional that stands head and shoulders above the rest! He is thoroughly knowledgeable and consistently up to date on all facets of the annuity and insurance industry. I trust Eric with my family's insurance and annuity needs and I recommend that others trust him too. His yes means yes and his no means no! Whenever you look back on his advice and counsel you can safely say, "This was and continues to be a superior decision." Sincerely, Mark Hoffman CLU, ChFC
Kevin Brunner
I have known Eric Couch for many years, through 'thick and thin', and in the best of times and the worst of times, he is consistent. Always with integrity, he keeps his word. His ‘yes’ means yes. His ‘no’ means no. And in our industry, this is unfortunately a very rare thing. Need support, advice, honesty, call Eric. Just not on Sunday, as that’s the one day he has Higher priorities, which is the root of why he is so successful.
Mark Hoffman
In my 46 years of working with thousands of insurance professionals I have met a few outstanding fully trustworthy men and women. Eric Couch is one Insurance Professional that stands head and shoulders above the rest! He is thoroughly knowledgeable and consistently up to date on all facets of the annuity and insurance industry. I trust Eric with my family's insurance and annuity needs and I recommend that others trust him too. His yes means yes and his no means no! Whenever you look back on his advice and counsel you can safely say, "This was and continues to be a superior decision." Sincerely, Mark Hoffman CLU, ChFC
Kevin Brunner
I have known Eric Couch for many years, through 'thick and thin', and in the best of times and the worst of times, he is consistent. Always with integrity, he keeps his word. His ‘yes’ means yes. His ‘no’ means no. And in our industry, this is unfortunately a very rare thing. Need support, advice, honesty, call Eric. Just not on Sunday, as that’s the one day he has Higher priorities, which is the root of why he is so successful.
Credentials
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Certified Annuity Specialist (CAS)
Institute of Business & FinanceSep, 2021- Oct, 2024 -
Real Life Management - Coach / Trainer
Real Life ManagementApr, 2008- Oct, 2024 -
Certified Senior Advisor
Society of Certified Senior AdvisorsMar, 2004- Oct, 2024 -
CLTC - Certification in Long Term Care
Certification in Long Term CareMar, 2004- Oct, 2024
Experience
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ProVision Brokerage, LLC
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United States
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Insurance
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1 - 100 Employee
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Chief Servant
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May 2012 - Present
ProVision Brokerage helps credit unions & financial institutions, IMO's, and financial advisors meet the needs of their retirement focused clients by expert knowledge. It all comes down to the 3 C's: Character, Competence, Compensation. When you do right by people, never guess, but instead always go to the source for exact answers, and pay people well and on time, then your success is simply a matter of helping enough people. Broad depth of knowledge in the many facets of fixed annuities & indexed annuities (FIA's) and single premium immediate annuities (SPIA's) along with advanced marketing strategies such as (72t distributions, underwritten and medicaid SPIA's, etc...). Personal touch and attention to detail are key features along with creativity and the ability to 'think outside the box' through such resources as legal, tax, insurance, and advanced marketing. Specialties: Competitive Analysis, Depth of Knowledge, Personal Relationship with Carriers (Negotiation), and Strategic Consulting (product & sales strategy development) in the areas of Retirement Planning, Estate Planning, Asset Protection, Asset-Based LTC (Long Term Care), Income Planning, and Wealth Transfer. Specialties: • Conservation of Key Relationships for Financial Institutions • Pension Protection Act • Chronic Illness planning • Asset-Based LTC • Tax-Free LTC • Tax-Free Retirement • Income for Life • 403(b) church plans • 403(b)9 church plans • Housing Allowance • Ministry Retirement Planning • (SSI) Social Security Income Planning • Fixed Annuity (MYGA) • Fixed Indexed Annuity (FIA) • Single Premium Immediate Annuity (SPIA) • Delayed Income Annuity / Longevity Insurance (DIA) • Single Premium Life • Income Riders • Living Benefits • Wealth Transfer • Infinite Banking, Your Family Bank Solutions to Life's Financial Questions. Show less
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LIVING A LEGACY
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United States
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Talk Show Host
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Mar 2020 - Present
Celebrities and amazing people share how they are using their influence to make a difference today in the world around them. Get the scoop on their past, present and future as some of your favorite actors, musicians and more share their story. Guest include: George Lopez, Les Brown, Kevin Harrington, Kathy Ireland, Jack Canfield, Clint Black and many more! https://podcasts.apple.com/us/podcast/kathy-ireland/id1531577725?i=1000491363036 Celebrities and amazing people share how they are using their influence to make a difference today in the world around them. Get the scoop on their past, present and future as some of your favorite actors, musicians and more share their story. Guest include: George Lopez, Les Brown, Kevin Harrington, Kathy Ireland, Jack Canfield, Clint Black and many more! https://podcasts.apple.com/us/podcast/kathy-ireland/id1531577725?i=1000491363036
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Forbes Finance Council
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Forbes Finance Council
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Jun 2020 - Present
Contributing member, safe money expert and active writer for Forbes Finance Council. Contributing member, safe money expert and active writer for Forbes Finance Council.
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Safe Money Advice
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United States
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Insurance
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President & Founder, Annuity Nerd
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Jan 2011 - Present
SMA is Eric's (PERSONAL retail) site. In addition to helping financial professionals meet the needs of their clients. I also work directly with the public helping them plan and achieve their financial goals. Helping Young Families with: Life Insurance, Annuities, College Planning, and Retirement Planning using various tax advantaged strategies. Helping Retirees with: Estate Planning, Income Planning and Distribution, and Wealth Transfer using various tax advantaged strategies. Helping Business Owners with: Buy/Sell Agreements, Key man insurance and Protecting Assets from Creditors using various tax advantaged strategies. Broad depth of knowledge in the many facets of fixed annuities & indexed annuities (FIA's) and single premium immediate annuities (SPIA's) along with advanced marketing strategies such as (72t distributions, underwritten and medicaid SPIA's, etc...). Personal touch and attention to detail are key features along with creativity and the ability to 'think outside the box' through such resources as legal, tax, insurance, and advanced marketing. Specialties: Competitive Analysis, Depth of Knowledge, Personal Relationship with Carriers (Negotiation), and Strategic Consulting (product & sales strategy development) in the areas of Retirement Planning, Estate Planning, Asset Protection, Asset-Based LTC (Long Term Care), Income Planning, and Wealth Transfer. Specialties: • Pension Protection Act • Chronic Illness planning • Asset-Based LTC • Tax-Free LTC • Tax-Free Retirement • Income for Life • 403(b) church plans • 403(b)9 church plans • Housing Allowance • Ministry Retirement Planning • (SSI) Social Security Income Planning • Fixed Annuity (MYGA) • Fixed Indexed Annuity (FIA) • Single Premium Immediate Annuity (SPIA) • Delayed Income Annuity / Longevity Insurance (DIA) • Single Premium Life • Income Riders • Living Benefits • Wealth Transfer • Infinite Banking, Your Family Bank Show less
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Community
