CONTENT COUNCIL

CONTENT COUNCIL

Andrew Rinn, JD, CFP, CLU, ChFC

AVP - Advanced Sales Strategy - Sammons Financial Group Companies

Stacey McMahan, JD, CLU, ChFC

Director, Advanced Designs -
Pacific Life

Ronald Lee, JD, CLU, ChFC, CAP

Vice President, Advanced Markets and Brokerage Field Relations -
Mutual of Omaha

John Snider

AVP & Associate Counsel - John Hancock Advanced Markets

David Junker, JD

Vice President Business Development - OneAmerica

Brandon Buckingham

Vice President and Head of the Advanced Planning Group -
Prudential Financial

Valerie Grombchevsky

Vice President, Advanced Sales -
AIG Capital Services, Inc.

Bill Crane

Senior Vice President, Market Development -
Global Atlantic Financial Group

Larry Reeves, CLU, LUTCF, FSS

Senior Advanced Markets Advisor - Southern Farm Bureau Life Insurance Company

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Steven J Beatty CEPA

Steven J Beatty CEPA

FINANCIAL SOLUTIONS FOR BUSINESS

Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide (source: www.mdrt.org). Steve earned his Political Science degree from the University of California-San Diego and additionally earned his Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Cleveland, OH. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors. At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union, and Los Angeles Times.

Andrew Rinn

Andrew Rinn

AVP - Advanced Sales Strategy
Sammons Financial Group Companies

Andrew leads a group of credentialed individuals that specializes in placing estate, business, and retirement planning cases. His own expertise includes wealth preservation, estate planning, business planning, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities.

Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU, and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service



Stacey McMahan JD,
CLU, ChFC

PACIFIC LIFE

12 years in the Life Insurance industry: Business Succession Planning, Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Chronic Illness Riders.

Mark Massey

Mark Massey

VICE PRESIDENT
SMA SERVICES, INC.

Mark is one of the most experienced retirement planning representatives in the country with more than thirty years in the financial and insurance industry. Prior to accepting this position, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Over the years, Mark has earned a stellar reputation for his knowledge, service, and integrity. He is diligent as he works to develop retirement plan strategies for business owners and their employees. Mark's experience with plan implementation, compliance, investment, and service of various types of retirement plans will be invaluable to us in serving our customers.

Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations. He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations. Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.