Life Insurance Sales
Resume:
David P. Boekeloo, JD, MST, CFP, CLU, ChFC
Monroe, NC 28110
EDUCATION, PROFESSIONAL DESIGNATIONS AND AFFILIATIONS
Chartered Life Underwriter awarded by the American College, Bryn Mawr, PA
Chartered Financial Consultant awarded by the American College, Bryn Mawr,
PA
NASD Series 7, 63 and 24 Registered
Member of Association of Advanced Life Underwriters (AALU)
M.S. Taxation, GRAND VALLEY STATE UNIVERSITY, Grand Rapids, MI, Graduated
1992. Completed all requirements to sit for CPA exam.
Juris Doctor, UNIVERSITY OF TOLEDO, Toledo, OH, Graduated 1986, member
International Law Society
B.A., SPRING ARBOR COLLEGE, Spring Arbor, MI, Graduated cum laude, 1982
PROFESSIONAL EXPERIENCE
New York Life Insurance Company
2008 - 2010
AVP, Advanced Planning
. Provide advanced case design support in business, estate, executive
benefits, charitable and retirement planning for financial advisors.
. Serve as department expert on qualified retirement plans, 403 (b)
plans, IRA's, Roth IRA's, and 457 (b) and
(f) plans.
. Served as legal expert on all aspects of advanced tax and estate
planning for a department 17 advanced markets attorneys.
. Assisted in the closing of large life insurance and annuity cases both
in person and on the phone
. Explained advanced planning topics and case design recommendations to
client's tax and legal advisors.
. Review advanced planning marketing materials for compliance purposes.
. Develop and create new company-wide business planning initiative.
. Create and deliver continuing education presentations to financial
advisors specializing in the affluent markets.
TIAA-CREF 2005 - 2008
Advanced Markets Consultant
. Assisted in the creation and development of a new advanced markets
department.
. Provided advanced case design support in business, executive benefits,
retirement, charitable and estate planning to life insurance
wholesalers, fee-only advisors, members of wealth management
department, in-bound and out-bound phone units, and all members of
staff involved in the pension area.
. Reviewed marketing materials on advanced uses of life insurance and
annuity products.
. Served as company-wide expert in executive compensation and qualified
retirement plans
. Reviewed prospective life and annuity sales for suitable purposes
. Assisted in the closing of large insurance and annuity cases in person
and on the phone.
. Explained advanced planning topics and case design recommendations to
client's tax and legal advisors.
. Trained and mentored 4 financial planning specialists and 8 inside and
outside wholesalers on advanced planning issues.
. Served as advanced planning expert to 8 wealth management attorneys.
. Reviewed revocable and irrevocable trusts to determine proper
ownership and beneficiaries of life insurance and annuity contracts.
. Assisted in the creation of new procedures for employer-owned life
insurance.
. Active and influential member of company-wide tax committee.
Represented company at ACLI Federal Tax Committee and split-dollar
task force meetings.
. Created and delivered continuing education meetings to attorneys, CPAs
and Certified Financial Planners.
AXA Financial
2004 - 2005
Senior Advanced Planning Specialist
. Provided advanced case design in business, retirement, executive
benefits, charitable and estate planning to life insurance and annuity
producers, internal and external wholesalers, and independent
financial advisors.
. Served as department expert in executive benefits, qualified
retirement plans, 403 (b) plans, IRA's, Roth IRA's
and 457 (b) and (f) plans
. Created and delivered continuing education courses on advanced
planning to independent financial advisors.
. Trained, and mentored 8 annuity and life insurance product
specialists.
. Created legal updates on changes in the legal and tax environment
affecting the financial services industry.
. Reviewed revocable and irrevocable trusts to determine suitable
financial sales.
. Reviewed advanced marketing materials for compliance purposes
Scudder Investments
2002 - 2003
Assistant Vice President, Advanced Markets
. Provided advanced planning case design support on business, executive
benefits, retirement, financial, charitable and estate planning to
inside and outside wholesalers and independent financial advisors.
. Trained and mentored 10 internal wholesalers on the advanced planning
sales involving annuities.
. Served as department expert in qualified retirement plans, 403 (b)
plans, IRA's and 457 (b) and (f) plans.
. Prepared advanced marketing updates on important tax and legal issues
relating to the financial services industry.
. Prepared and delivered continuing education courses to inside and
outside wholesalers and independent advisors.
. Provided tax and ERISA advice to Qualified Retirement Plan department.
. Reviewed legal documents to determine suitable financial product
sales.
Western Reserve Life
1998 - 2002
Director, Advanced Marketing
. Provided advanced planning case design support on business, executive
benefits, retirement, charitable and estate planning to registered
representatives, independent financial advisors, inside and outside
wholesalers and members of sales desk.
. Served as department expert in business, executive benefits and
qualified retirement plans.
. Created and delivered continuing education seminars on advanced
planning topics to registered representatives and independent
financial advisors.
. Assisted in the closing of large life insurance and annuity cases both
in person and over the phone
. Explained case design recommendations and advanced planning topics to
client's tax and legal advisors.
. Trained and mentored 15 members of product sales desk on advanced
planning with annuities, life insurance and mutual funds.
. Assisted legal department with tax compliance issues.
. Review all consumer complaints involving large life insurance sales
. Advised due diligence committee about tax and legal issues regarding
the implementation of new products and marketing strategies.
. Assisted Qualified Retirement Plan department on the proper
recommendation of suitable plans for complex cases.
. Reviewed trusts and other legal documents to determine suitable life
insurance, annuities and mutual fund sales.
Self-Employed Financial Planner
1994 - 1998
. Comprehensive financial planner specializing in advanced planning for
high net worth individuals and the creation of qualified and non-
qualified retirement plans for closely-held businesses.
Self-Employed Sole Practitioner
1988 - 1993
. General Law practice offering expertise in business and estate
planning, taxation, and other civil matters outside of litigation.
. Drafted estate planning documents and represented clients in probate
court regarding trust administration issues.
. Created and applied for approval of qualified retirement plans.
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