Tim Gelinas, CSA, has been a financial advisor for 10 years, 4 1/2 of those years have been as president of Senior Financial Planning in Atlanta. Tim concentrates on the senior market, offering his clients annuities, life insurance, and LTC insurance. Annuities are his most popular product. And his numbers confirm this.
In 2007, Tim did about $5 million in annuity sales. And get this … for just the first eight months of 2008 Tim has already hit the $6 million mark. So what does a big producer like Tim owe his success to? Obviously, it takes hard work and perseverance to become a multi-million dollar agent. But Tim also attributes a big part of success to his FMO.
Tim has worked with several FMOs during his career. However, for the past eight years, he has found that Ann Arbor Annuity Exchange beats the others … hands down. They have the best companies, the best marketing programs, and the best administrative support. He especially appreciates the great service on transfers such as IRA transfers and rollovers, and 1035 Exchanges.
James Ruhle is Tim’s personal marketer at Ann Arbor Annuity Exchange. And Tim gave a recent example of the type of service that agents can expect from all the marketing consultants, like James, at Ann Arbor Annuity Exchange.
It seems that Tim had a client, husband and wife, who wanted to 1035 Exchange $700,000 from their existing annuities. However, they requested a specific feature that was not available at the time.