National Sales Manager
Thomas is a 25-year veteran of the industry. He has been managing wholesalers and teams for the past six years. Thomas has created many incredible sales processes, such as the 4-D Consultative Process and the wildly successful “Live Too long/Die Too Soon” symposium. He delivered this across the country, alongside his wholesalers, to an effective rating of 94% by attendees.
Sales and Marketing Consultant
Perry has 10 years of wholesaling experience in the financial services industry working with broker dealers, banks and captive producers. He holds FINRA Series 6 and 63 licenses, along with the Life, Health and Accident insurance licenses. Perry brings high energy and a passion for helping advisors succeed and grow their practices. He offers appropriate solutions through case design, product knowledge and sales ideas. He also is available to deliver expert training sessions and discuss proven marketing programs that increase revenue and grow market share. Perry graduated from St. Xavier University with a Bachelors of Business Administration. He currently resides in Orland Park, IL with his wife and daughter. In his spare time, he enjoys sporting events, traveling, playing golf and spending time with his family.
For more information call, our wholesaling team at 888-679-7405.