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David’s annuity wholesaling experience spans two decades. He began his career with ING (Voya) and spent the last seven years with Global Atlantic Financial Group. During his tenured career, David raised more than $2 billion in annuity premiums throughout his managed territories.
Originally from eastern Pennsylvania, David now resides near Indianapolis, IN, with his wife, Laura, and two teenage boys. They enjoy participating together in 5 and 10K runs and the friendly competition that it brings. He also enjoys golf, traveling and cooking obscure and interesting recipes that never taste as good as they sound.
As Regional Vice President, David serves as a trusted annuity industry resource for his advisors and is one of the first people they call when working with a client where an annuity is involved. Advisors appreciate his ability to simplify complicated concepts and make them repeatable for use with their clients. As a valued partner, David’s focus is always on how to best serve the advisor to help make their efforts as easy as possible.
Jerret began his financial services career more than 16 years ago serving in the banking industry at CoreFirst Bank & Trust. He transitioned to Envista Credit Union and managed a group of employees at its main location. In 2016, he moved to Security Benefit where he was an internal wholesaler providing Annuity and Mutual Fund Custodial solutions to advisors.
Along with his wife, Carolyn, they share a home with two dogs and three cats. When not working, Jerret and his wife enjoy camping, kayaking and having BBQ’s with friends and family.
As an Annuity Sales Consultant for CUNA Mutual Group, Jerret is 100% dedicated to his advisors, helping them to build their book of business. He is skilled at sharing client sales ideas and recommending optimal product solutions to meet their needs.