Sales Insurance

Don Bush CLU, ChFC, CFP®

Objective Growth opportunity in the financial services industry utilizing my skills and experience within the organizational structure to increase sales, broker base and their objectives.

Experience April 2008 – July 2009: Asset Marketing Systems San Diego, Ca

Life Product Specialist

Responsibility for case design and illustration for life insurance producers.

December 2002 – March 2008: Bush Financial Services Carlsbad, Ca

Owner / Entrepreneur

Personal production as a Financial Planner, Registered Representative, with a focus on advanced estate planning and business compensation and succession planning.

May 2001-November 2002: Travelers Life & Annuity Hartford, Ct

Sales Vice President, Western Region

Responsibility for increasing sales and relationships with our producing brokerage general agencies and agents. Promote and explain product and specific applicability to cases. Act as liaison to home office for administrative situations. Intercede on competitive cases to achieve underwriting concessions.

October 2000 - May 2001: Phoenix Life Insurance Co. Hartford, Ct

District Sales Manager

Maintain and expand relationships with individual representatives to increase sales. Act as liaison with the home office to facilitate sales and case development. Explain and educate agents on product and applicability to specific cases.

April 1993 - October 2000: Linsco Private Ledger San Diego, Ca

Director, Insurance Services

Corporate officer for licensing purposes in certain states. Department head, insurance services: assisted in advance case design and illustration; managed relationships with insurance carriers; reviewed and approved new product additions to our portfolio; participated in creation of product matrices, specifying the major parameters of products marketed; liaison for registered representatives with insurance carriers.

September 1988- April 1993 Prudential Ins. Co. Rancho Bernardo, Ca.

District Agent

Commissioned insurance and investment sales agent. Responsibilities included sales generation and daily time management to obtain, analyze, and maintain clients and their accounts.

January 1987- May 1988 E F Hutton & Co. Escondido, Ca.

Account Executive

Commissioned sales position with this national brokerage, involving solicitation and sales of financial securities. Analyzed, obtained and maintained accounts of self generated client leads.

January 1973 - December 1986 Inmarco, Ltd. Hong Kong/Los Angeles, Ca.

Owner/Managing Director

Setup and established this import/export company for home furnishings, jewelry, and art. Required skills included all aspects of business management.

March 1971 – December 1972 Cook County Department of Public Aid

Social Worker with this governmental agency. Managed case load of 100 + welfare receipients

Education College of Financial Planning Denver, Co.

Certified Financial Planner: CFP™

American College Bryn Mawr, Pa.

Chartered Life Underwriter: CLU, and Chartered Financial Consultant: ChFC

University of California at San Diego, Extension San Diego, Ca.

Professional Certificate in Accounting

University of California, Los Angeles, Extension Los Angeles, Ca.

Screenwriters Program

Northwestern University Evanston, IL.

Doctoral Program, Quantitative Aspects of Marketing

Full fellowship. Completed major seminars and course work. Left the program to complete three years of alternative service to exemplify a conscientious objectors status to the Selective Service Administration and the Federal Court System. GPA: 3.75

Ohio State University Columbus, Oh.

Bachelor of Science, Business Administration, Marketing.

GPA: 3.285

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