Matt Henn: in Newport Beach, CA

Responsible with partner wholesaler for variable, fixed, and index-linked annuity sales within third-party distribution Operate in a business development capacity helping Financial Advisors grow their practices: help facilitate client identification, needs analysis and due diligence, product presentation, and client retention Identify and analyze extensive market data to uncover underlying opportunities and execute on findings Utilize company resources, managing self-manifested brand across territory and its subset of markets Plan and organize regular marketing functions including Broker/Dealer conferences, regional Lunch and Learns and Due Diligence Meetings

Created account reports for 100+ high net worth clients and their accountants on a monthly basis Performed cost basis analysis for clients’ equity and fund investments Supported senior advisor in the study of a progressive family planning accreditation Attended daily continuing education meetings directed by outside mutual funds and insurance providers

Assisted internal wholesalers with spreadsheets listing current details of annuitant’s contract information Carried out cost analysis of the expenses involved in conducting due diligence and road show meetings Generated hypothetical illustrations for soliciting financial advisors and their clients Attended wholesaler training focused on competitive landscapes and the prevailing market environments