Getting contracted & certifiedAMS GETTING STARTED WITH ANNUITIES SERIES
Login to AMS & get educatedAMS GETTING STARTED WITH ANNUITIES SERIES
Submitting a scenarioAMS GETTING STARTED WITH ANNUITIES SERIES
Completing an applicationAMS GETTING STARTED WITH ANNUITIES SERIES
Processing the applicationAMS GETTING STARTED WITH ANNUITIES SERIES
All rights reserved, 2020.
Registered Investment Advisor (CRD #7201706) CEP, RICP, WMCP & National Social Security Advisor Certificate Holder. Sean’s focus is on helping consumers, agents and agencies with retirement readiness through the use of evolving FIAs, education, training and software. Voted by Life Health Pro as one of “Top 20 Most Creative People in Insurance” for 2015. DIA award winner in 2016 Barcelona. Listed Top 100 InsurTech Startups by Digital Insurance Agenda in 2018. Marketing consultant for three of the top 60 insurance companies in the United States. Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. Author of “FIAs for Retirement” (released 2020)
Bridget Reimer was born in San Diego, CA but moved around most her life due to being a military family (her father served 22 years in the Navy!). She attended Carroll College and the University of Phoenix to receive her BS in Human Services and Management. She is also a licensed agent and holds her RICP (Retirement Income Certified Professional) designation from the American College of Finance. Bridget currently resides in beautiful Coeur d’Alene, Idaho with her husband Joseph, their 4 children, 3 dogs, and a bearded dragon. She is our annuity “ask a specialist” expert and here to help you design a personalized plan for your client. She also oversees all operations for the FFL Advanced Market division.
Director of IUL Sales
Kim Moothart grew up in Elk Grove, CA then later moved to Boise, ID where she attended Boise State University. She now lives in Coeur d’ Alene with her husband, two kids & fur baby. Kim has her Life/Health License, NSSA Certification & currently in school for her BA in Marketing Management. In her spare time she enjoys playing the piano, going to her kid’s activities & traveling. Kim is here to help with IUL illustrations, pending business and training on all IUL products.
Annuity Processing Liaison
Lauren Jackson grew up on a wheat farm in eastern Washington and graduated from Washington State University with a BA in Communications she also has her Life/Health insurance licence. Lauren now lives in north Idaho with her husband and two dogs and enjoys photography, cooking, walking her dogs & helping agents get their annuities issued! She is here to assist you from start to finish with scrubbing your annuity application to dealing with the transfer companies and everything in between.