Benjamin K. Perez is a disability insurance specialist and educator. As Vice President of Sales and Marketing for Disability Resource Group, Inc. (DRG) since 2001, he shares his expertise with insurance brokers, career agents, and financial professionals nationwide. Contact Benjamin by email or phone: 866.781.2303 Ext. 5303 | email@example.com
Seth has extensive experience working in the life insurance industry focusing on the needs of high wealth individuals, group and executive benefits including Corporate Owned Life Insurance, Bank Owned Life Insurance, executive bonus plans, deferred compensation plans as well as key person life insurance planning and funding. Seth’s is also experienced in designing disability insurance programs and long term care insurance programs for both business’s and individuals. Contact Seth by email or phone: firstname.lastname@example.org | 732.595.4001
Norbert (Norb) Winter leads National Partner Relations and is the Director of My Protection Plus. He has a twenty-five-year history of crafting and implementing programs which increase prospect engagement, deepen client relationships and generate revenue for business owners, corporate entities and affiliated member organizations. Contact Norb by email or phone: 651.289.7499 . | email@example.com
After working in the financial services business in excess of forty years, Terry has an understanding of the needs and desires of a wide range of clients from the simplest estate plan or business insurance need to the most complex multi-generational situation. Having worked with some of the most sophisticated professionals in his business, Terry is in a unique position to offer his counsel to all levels of client needs. Contact Terry by email or phone: 949.351.2820 | firstname.lastname@example.org
Greg is a leader in the human potential movement, with an excess of 30 years of experience in marketing, sales, and business consulting. He is laser focused on helping people and companies connect, create and innovate for sustainable futures. Greg also works with financial advisors, insurance agents and brokers support their client’s goals. Contact Greg by email or phone: 760.631.2631 | email@example.com or firstname.lastname@example.org
Lee Anthony Coe has been in the brokerage wholesale world his entire professional career. With professionalism and drive Lee Anthony has built a brokerage business with yearly revenues well into the 7 figures. A client summed it up this way… “Lee Coe is a consummate professional. He is an astute, driven professional with the innate ability to inspire trust and respect with everyone he meets. I cannot say enough good things about Lee and am grateful to have him in my network.” Now Lee brings a consultative wellness advising approach and drive to the Insurance Wholesale Solutions team.