Robert Allen

*** ********* **.

Fond du Lac, Wi. 54937

n214xv@r.postjobfree.com Cell: 920-***-**** Home: 920-***-****

Experience

Allen Consulting 6/2009 - Present

Independent consulting to clients regarding estate planning, compliance issues, product analysis, competition, market changes, tax issues, and total financial planning.

American Family Insurance

6000 American Parkway, Madison , Wi.. 53783

Senior Advanced Life Consultant 06/2000-04/2009

Advanced Life Marketing Manager 05/1980-2000

Assist in recruiting efforts and joint sales for 150 District Sales Managers located in 16 states. Drive sales in the field for the Western Region.

Provide technical and market support to producers and field management. Develop the Advanced Sales Department focused on the furtherance

of advanced life insurance sales in the estate, business succession, charitable planning, retirement and executive benefits areas. Provide support

for the design and implementation of advanced sales software. Wholesaling activities to support agents and assist District Sales Managers. Office contacts to assist producers in selling Company products, including life, annuities, and investment products. Develop curriculums, training materials to aide 4,000 multi-line agents in selling life and annuity products. Monitor and evaluate training programs for effectiveness and quality. Facilitate workshops and schools for agents in the field and Home Office. Develop material for train the trainer programs for District Managers. Participate in video and audio conferences for field producers. Participate in product roll-outs, attend District meetings. Counsel agents and District Managers on all aspects of financial planning, insurance products, including life and health. Provide legal research and assistance in contracts and new product development initiatives, and provide the necessary training for 4,000 agents and 150 District Managers. Provide advice on retirement, estate planning, wills and trusts, life insurance and annuities. Assist in product development for life insurance and annuities. Training in the field for agents, District Sales Managers and State Sales Directors. Responsible for leading large case corporate and individual life/annuity sales for the Western Region. All time leading joint sales consultant for Company. Over twenty years experience in investment and life product development. Creates, and implements advanced sales marketing programs. Proven success in developing investment products and training programs. Lead consultant for agents pursuing advanced cases in estate, business succession planning, split-dollar, deferred compensation, pension planning, and long-term care insurance. Assisted in compliance issues with Legal Department. Worked on development of marketing materials for field use. Participated in committees to research new delivery methods for writing life insurance. Wrote material for marketing brochures and reviewed for compliance. Field seminars for clients, attorneys, and accountants. Participated as a speaker at State industry conventions. Develop relationships with attorneys, accountants, and other advisors. Monitor legal and tax developments that may affect insurance products and sales illustrations.

State Life Insurance Co., Indianapolis, IN

Director of Advanced Underwriting

6/1979-5/1980

Responsible for the marketing of pension programs, estate and business insurance sales; field assistance on large size cases; working with Personal Producing General Agents. Product input through actuaries and involved in software selection. Field seminars for agents and the public.

Country Life Insurance Co., Bloomington, IL

Attorney-Insurance Planning Division

11/1977-6/1979

Analyzed cases in the areas of business and estate conservation; research tax law changes and update the field force. Joint sales assistance for agents to help close cases; field seminars for the public on estate and retirement planning

Education

Creighton University Law School, Omaha, NE.

Juris Doctorate - Law, May 1977

Western Michigan University, Kalamazoo, Mi

B.A. Dec. 1973

Started on M.B.A. through August 1974

Additional designations:

CLU, ChFC, FLMI, Licensed to practice law in Michigan. Insurance license in all 50 states.

Skills:

Field travel up to 75% of time, team building, customer service and relationship management, speaking ability to large groups, excellent training ability, hard work ethic. Ability to influence decision makers to purchase life insurance products. Excellent written and communication. Part-time teaching experience on estate planning at UW-Oshkosh. Ability to communicate complex material in a simplified manner

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