Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.