REDEFINING THE WHOLESALER / ADVISOR RELATIONSHIP
We are pleased to announce our new Annuity/Investment Products Division along with three new management additions:
At 3D Advisors, our commitment is to redefine the wholesaler/advisor relationship. We believe that if we are asking to partner with you in your business, we should provide more than great service, products, and commissions, but also provide actionable tools and strategies to work together on.
New Team Members
Craig R. Cheney- President, Annuity and Investment Products Division. Craig has 30 years of wholesaling, distribution and management experience. He will be in charge of all aspects of distribution including completing a build out of a national field wholesaling team.
Scott Bluhm– Vice President, Midwest Division. Scott is a 24 year veteran of the wholesaling business. Perennially the top producer at his previous firm, Scott’s responsibilities will include training, recruiting and relationship management.
Robert LaChance- Regional Vice President, Life Insurance Manager, Western United States. Robert (Bob) has been a premiere fixture in the life insurance business for 43 years. He has been a producer, general agent, agency manager and brokerage director. A superb estate planner and case design specialist, Bob brings a unique expertise and perspective on life sales and marketing to 3D Advisors and our clients. Bob will be in charge of identifying strategic relationships, relationship management and recruiting for 3D.
This fall, 3D will make a series of announcements introducing:
- Practice Management Coaching
- Seminar Strategies Coaching
- Targeted Professional Coaching
- Virtual Administrative Support
- Investment Strategies to increase annuity and life sales
- A New RIA platform
We value our relationships with you and invite you to partner with 3D.
CALL US AT 800-785-6913