Trey leads and manages a team of Sales Managers, External Wholesalers, and Advisors across Individual Life Insurance, Individual and Multi-Life Disability Insurance, Corporate Owned Life Insurance, 401(k) Advisors, Investment Advisors and Relationship Managers. Trey recruits and develops advisors by creating performance sales culture using core fundamentals including activity models, pipeline tracking, and target producer marketing.
When you work with a Financial Professional to design a path for your financial future, we assist you in setting, monitoring, and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation, and distribution strategies.
MM202807-313266