bruce steiger

Until January, helping my daughter with her wonderful son. In January, I will be looking for a new challenge to help a new employer grow his/her business!

Helping Under 65 adults navigate the complexities of modern day health insurance, providing affordable options as an alternate to the Affordable Care Act choices.

I have rejoined Allstate, helping offices that sell primarily auto and homeowners insurance, to increase their sale of financial products such as life insurance, long term care and disability insurance as well as qualified and non-qualified retirement planning.

Working as an independent professional, focusing on life insurance, final expense and long term care insurance as well as annuities and other long term investment products.

Responsible for Palm Beach County recruiting, training and supervising experienced agents located in the territory.

With partner, ran a boutique financial planning firm, targeting high end prospects and clients.

Leading Sales Manager in the Company for 1999, 2000 and 2001. My sales organization outproduced 85% of entire company branches in the United States.

Working in advanced markets, recruiting and training stock brokers from most of the major firms represented in Florida as well as select independent sales agents. Did advanced sales field work in high end estate planning market, until Aetna decided to leave the life insurance marketplace.

Assisted General Manager in branch operations, while also developing a detached brokerage operation in Palm Beach County. Promoted products and services offered by Manulife, a leader in the 2nd-to-die insurance market until Manulife restructured field management in the United States.

Unique career path gave me in-depth exposure to field and corporate sales and sales management. As an Agency Assistant Director in Sun Life's Home Office, I was responsible for recruiting 5 of the 11 active Branch Managers in the Southern Region. My Regional responsibility included agency financial controls, training, education, field office compliance, recruiting and retention of both agents, sales managers and staff.

A Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years, adhere to strict ethical standards, and meet extensive experience requirements to ensure that you get the professional financial advice you need.

Building the Master Agency

CLU® (Chartered Life Underwriter®): For 87 years the CLU® has been the respected risk management credential for advisors. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance.

Building the Master Agency

Started off pre-med in biology. Soon switched to psychology and worked various student support activities such as Hotline and Emergency Response.