- Annuity industry has continued to evolve to better meet needs of retirees
- DOL regulations have influenced insurance company product designs and increased due diligence requirements for advisors
- New fee-based annuities offer advisors and consumers new choices and benefits
- How do you evaluate product design to determine the value products bring to your clients?
Biography
Brian joined American Financial in 2012 bringing over 20 years of industry experience to the firm. He is responsible for helping financial professionals understand and uncover the opportunities that exist in the wealth accumulation, distribution, and legacy markets as well as developing strategies that increase the value that financial professionals bring to their clients.
Prior to joining American Financial, Brian was with Prudential Annuities. During his tenure with Prudential, he led Prudential’s Advanced Markets team helping Prudential become an industry leader in the sales of annuities. Additionally, Brian spent three years with Hartford’s Retirement and Wealth Consulting team. There he traveled the country working with financial professionals to understand the challenges of income strategies. Brian also spent 10 years with Woodbury Financial Services where he developed the broker/dealer’s life insurance product offering and led the firm’s Advanced Markets team.
Brian received his Juris Doctorate from William Mitchell College of Law where he graduated Cum Laude. He also received degrees in Economics and Political Science from the University of Minnesota. Brian has his Chartered Mutual Fund Counselor and Chartered Retirement Plans Specialist designations from the College for Financial Planning. He also holds the Retirement Income Certified Professional designation from the American College. Brian and his family live in the Twin Cities and spend a lot of their time at their cabin in northern Wisconsin.