281.467.4702 | firstname.lastname@example.org
John has been with CUNA Mutual Group since 2018. With more than two decades of experience in financial services, John has vast knowledge of the annuity and long-term-care industries. He has worked as a wholesaler for Lincoln Financial Group, AIG and others. He graduated from University of Texas and is registered with FINRA.
John enjoys family time with his wife and two daughters. When he’s not working, you’ll find him hunting, cooking or working in his garden.
John uses his experience and industry knowledge to help advisors grow and win business at every point – from strategic planning and prospecting to closing sales. When he partners with advisors, he strives to make an impact.
602.541.3800 | email@example.com
Jeff joined CUNA Mutual Group in 2017 after working in banking, advising and wholesaling for seven years. He has a bachelor’s degree in business and sports management from Washington State University and is working on his Certified Financial Planner (CFP®) designation. He was previously employed with Symetra Financial.
Jeff is both a sports fan, an athlete and a coach. He supports the Seattle Seahawks and spends his free time coaching basketball or playing golf. When he partners with advisors, Jeff never wants to sell people things they don’t need. His approach is about solving problems. He asks questions, listens and provides solutions.