Expert Details
Equity Indexed Annuities, Fixed Annuities, Life Insurance
ID: 727494
Iowa, USA
Understanding every aspect of annuities and indexed annuities is key to Expert's expertise. Not only has he sold annuities and indexed annuities, he has purchased and owns several indexed annuities, and has also trained agents to sell these products the right way. His skills as a former classroom instructor and his Midwest background serve Expert well in a training environment or a one-on-one interview. In this way, Expert has the rare ability to communicate complex information in easy-to-understand language.
Expert has trained many insurance agents in the area of life insurance for individuals and business. Approved by several states as a provider of continuing education for the licensed insurance professional, Expert has written and presented several self study courses. Expert offers extensive knowledge of all types of life insurance, including the secondary guaranteed contracts available today, and credits his expertise to more than 30 years in the profession both training agents, and selling various insurance products himself.
Expert received his Chartered Life Underwriter designation in 1983 from The American College, Solomon S. Huebner School. Prior to this academic certification Expert completed all of the training courses offered by New York Life Insurance Company, and has been in this profession for 33 years.
Working as a consultant for Neal Conover at Northwest Bank in Spencer, Iowa, Expert developed a non-deposit marketing program which allowed the bank to sell non-traditional bank products to their customers. 1989-1990 Expert developed an annuity marketing program for the Statesman Group. He trained licensed bank employees to market annuities to their customer base using the Capital Transfer technique. 1990-91Pete consulted with attorneys at Krass Monroe, a law firm in Minneapolis, regarding life insurance. 2008
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1973 | Degree: MS | Subject: Secondary School Administration | Institution: Northwest Missouri State |
| Year: 1967 | Degree: BS | Subject: Biology and Chemistry Education | Institution: Mankato State College |
| Year: 1965 | Degree: AA | Subject: General Studies | Institution: Emmetsburg Junior College |
| Year: 1963 | Degree: High School Diploma | Subject: College Prep. | Institution: Emmetsburg High School |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2008 to Present | Employer: Undisclosed | Title: General Agent Brokerage Division | Department: |
Responsibilities:Expert is responsible for helping Employer agents understand the products that were acquired from his company, Expert Consultants, Inc., in 2008. |
|||
| Years | Employer | Title | Department |
| Years: 1988 to 2008 | Employer: Hamilton Consultants, Inc. | Title: President and CEO | Department: |
Responsibilities:As owner and founder of Expert Consultants, Inc., Expert recruited and trained independent agents to sell Life and Annuity products through a variety of markets and with several different carriers. |
|||
| Years | Employer | Title | Department |
| Years: 1986 to 1988 | Employer: National Travelers Life | Title: VP of Marketing | Department: |
Responsibilities:Expert was hired to develop a new distribution system through a downstream subsidiary called ATAC. |
|||
| Years | Employer | Title | Department |
| Years: 1982 to 1986 | Employer: INA/CG | Title: Regional Sales Manager | Department: |
Responsibilities:Expert was tasked with recruiting, training and assisting property casualty agents in the sale of life insurance and annuities. |
|||
| Years | Employer | Title | Department |
| Years: 1976 to 1982 | Employer: New York Life Insurance Company | Title: Agent/Assistant Manager | Department: |
Responsibilities:As an agent, Expert approached insurance prospects and presented various insurance programs to fit their needs. |
|||
| Years | Employer | Title | Department |
| Years: 1973 to 1976 | Employer: Union Whitten Community Schools | Title: Junior and Senior High School Principal | Department: |
Responsibilities:Expert was tasked with student discipline, curriculum development, classroom schedules, athletic event scheduling, teacher development and evaluation (including hiring and firing) |
|||
| Years | Employer | Title | Department |
| Years: 1967 to 1973 | Employer: Laurens Community Schools | Title: High School Teacher | Department: |
Responsibilities:Expert taught high school Biology and Chemistry. |
|||
Career Accomplishments
| Associations / Societies |
|---|
| Expert was a member in good standing of the Nebraska, Omaha, and National Life Underwriters Associations from 1976 to 1984. After starting his own company, Expert was a member of the NASB. |
| Licenses / Certifications |
|---|
| Expert earned the designation of CLU in 1982. |
| Awards / Recognition |
|---|
| Expert earned the distinction of Centurion with New York Life Insurance Company in 1977. He earned several production awards as an agent with New York Life from 1976 to 1978. Expert was honored as New Regional Sales Manager of the year in 1985 by INA. |
| Publications and Patents Summary |
|---|
| He has written ten self-study manuals for Insurance continuing education credits for Life and Annuity agents. |
Additional Experience
| Expert Witness Experience |
|---|
| Expert offers a high level of academic knowledge, but more importantly, he has a wealth of real-world experience. He is able to present complex information in an easy-to-understand, conversational style. |
| Training / Seminars |
|---|
| Expert has developed more than thirty distinct Continuing Education courses for insurance professionals, and has personally instructed thousands of agents. His training courses are approved by the State of Iowa. |
| Vendor Selection |
|---|
| In developing his self-study and classroom courses, Expert reaches out to many sources for his background and research data, using the internet to seek out experts in various fields of study that he can use in his own course development. |
| Marketing Experience |
|---|
| Expert understands the issues facing the providers of Indexed Annuity Products. Unfortunately, he has also witnessed some very poor marketing and very unsuitable sales practices from some in the Annuity and Insurance industry. Expert has worked with a number of consumers and agents to try to bridge the gap of misunderstanding between the two groups. |
| Other Relevant Experience |
|---|
| Expert brings a skill set that has been developed though a variety of experiences -- both academic and through real-world, face-to-face contact with consumers of insurance products. He has worked with and trained thousands of professional insurance agents. |