Jeffrey’s history in the financial services industry started in January of 1998, as a field sales trainer and sales manager for insurance giant AIG. He later joined Allianz Life as a wholesaler of annuities, life insurance and long term care insurance working with agents nationwide. In 2007 he branched off into the life settlement industry closing nearly $350 million in life settlement cases in just 18 months. Concurrently Jeffrey started his own agency in 2002 as an independent agent and continues to do personal production. Jeffrey is a highly sought after sales trainer, coach and marketing consultant to life insurance agents and advisors nationwide, working with many of the industry’s top agents and advisors. He is known by many in the industry as “The Leveraged Marketing Guy” and is the developer of the popular Quantum Marketing System™ used by hundreds of agents and advisors nationwide. He was recognized by leading life insurance and annuity distributor ECA Marketing for his innovative, creative thinking and contributions as recipient of the 2015 Visionary Award.
Jeffrey will be speaking on a unique tax discounting approach to help business owners reduce their tax liability by 25% or more on already tax deferred savings, known as The Distribution Solution.
- The little known strategy is designed to convert a taxable qualified account into a tax free income on a tax advantaged basis.
- Reduces exposure to stock market volatility
- Eliminates Required Minimum Distributions (RMD’s)
- Insulates savings from future changes to tax rates
ECA Marketing, Inc. www.ecamarketing.com
Office Hours: M-Th 8AM CST to 5PM CST, Friday 8AM CST – 4PM CST
7800 Equitable Drive | Suite 200 | Eden Prairie, MN 55344
P: 800.356.4189 x2216| D: 952.224.0256 | F:952.229.8606