AVP, Advanced Sales Strategy,
Midland National
As the Assistant Vice President of Advanced Strategies at Midland National. Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors’ to successfully position their clients complex and challenging wealth management cases.
The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities.
Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals and was recently elected to the Board of Trustees for NAIFA.
Prior to joining North American, Andrew was the VP of Advanced Solutions & Design at Ameritas and previously held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning.
Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007.
He obtained his Juris Doctorate (JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals, the President Elect of the National Board for the Society of Financial Service Professionals, and most recently voted in as a Trustee for NAIFA.
Professional Designations & Licenses: JD, CFP®, CLU, ChFC, Series 6, 7, 66, 26 & 63.
This breakout will focus on the following two unique and implementable strategies:
See you at this must-attend breakout!
