Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.