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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 17, 2009 at 07:00 PM
Life Investors Financial Group, Cedar Rapids, Iowa, has announced Daniel Elliott as its new President.
“Dan brings with him a wealth of experience and a long history of cultivating top field talent,” said Pete Adkins, Senior Vice President, Aegon Financial Partners. “We are excited to add Dan to our leadership team, helping us carry on the rich history of Life Investors.”
Throughout his 25 years in the life insurance and financial planning industry, Elliott has relied on a coaching and mentoring approach to drive significant growth. As the founding partner, he spent the last 15 years managing all aspects of business development, direct marketing and revenue generation for Affiliated Marketing Group. As a Division Manager for Tower Square Securities, Elliott was responsible for developing and managing a team of Registered Representatives managing qualified retirement plans, variable life and annuities, stock and mutual fund portfolios. Prior to Tower Square Securities, Elliott worked for R.E. Lee Group and for Travelers Insurance Company.
Elliott received a bachelor’s degree from University of Southern Carolina and holds FINRA Series 7, 24 and 63 licensures. He has served on the Marketing and Branding Subcommittee of the National Association of Independent Life Brokerage Agencies (NAILBA).
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