Independent Planners Group
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Independent Planners Group Employees
Employee
Years
Job
Industry
Seth Legatowicz Seth Legatowicz's Independent Planners Group Experience January 2015 - Present
Job Insurance Broker, Problem Solver Life, Long Term Care, Disability, Annuity Planning
Industry Insurance
Experience
Independent Planners Group January 2015 - Present
SJL Insurance Agency November 2014 - Present
Colorado Brokerage Group January 2012 - January 2015
CBG Life Solutions January 2012 - January 2015
Pilot Insurance Center December 1998 - January 2012
Merrill Lynch January 1996 - September 1997
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Underwriting, Marketing, Sales, Term Life Insurance, Brokers, Strategic Financial..., Financial Services, Investments, Universal Life, Financial Planning, Wealth Management, Finance, 401k, Key Person Insurance, Risk Management, Employee Benefits, Mutual Funds, Estate Planning, Financial Planners, Wealth, Management, Health Insurance, Insurance Brokerage, Financial Advisory, Life Insurance for..., Mortgage Protection, Income Protection, Insurance Planning, Wealth Transfer, Insurance Strategies, Long Term Care, Annuities, Direct Marketing, Email Marketing, Online Marketing, Succession Planning, Final Expense Planning, Long Term Care Insurance, Problem Solving, New Business..., Brokerage General Agent, Entrepreneurship, Indexed Annuities
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts, Economics
Independent Planners Group January 2015 - Present
SJL Insurance Agency November 2014 - Present
Colorado Brokerage Group January 2012 - January 2015
CBG Life Solutions January 2012 - January 2015
Pilot Insurance Center December 1998 - January 2012
Merrill Lynch January 1996 - September 1997
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Underwriting, Marketing, Sales, Term Life Insurance, Brokers, Strategic Financial..., Financial Services, Investments, Universal Life, Financial Planning, Wealth Management, Finance, 401k, Key Person Insurance, Risk Management, Employee Benefits, Mutual Funds, Estate Planning, Financial Planners, Wealth, Management, Health Insurance, Insurance Brokerage, Financial Advisory, Life Insurance for..., Mortgage Protection, Income Protection, Insurance Planning, Wealth Transfer, Insurance Strategies, Long Term Care, Annuities, Direct Marketing, Email Marketing, Online Marketing, Succession Planning, Final Expense Planning, Long Term Care Insurance, Problem Solving, New Business..., Brokerage General Agent, Entrepreneurship, Indexed Annuities
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts, Economics
Carlos Sisniega-Enriquez Carlos Sisniega-Enriquez's Independent Planners Group Experience January 2014 - Present
Job Registered Representative Investors Capital Corporation
Industry Financial Services
Experience
Investors Capital Corporation, a full service independent Broker/Dealer April 2011 - Present
Integral Financial Services Inc. 2001 - Present
Independent Planners Group January 2014 - Present
Simply Financial 2006 - 2013
Transamerica Financial Advisors 2003 - 2011
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Financial Advisory, Series 7, Investment Advisory, Strategic Financial..., Risk Management, Financial Analysis, Securities, Retirement, Investments, Series 63, Mutual Funds, Valuation, FINRA, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments
Education
IPADE 1991 — 1992
D-1, Direccion de Empresa
The University of Texas at El Paso 1979 — 1981
BBA, Economics & Finance
Investors Capital Corporation, a full service independent Broker/Dealer April 2011 - Present
Integral Financial Services Inc. 2001 - Present
Independent Planners Group January 2014 - Present
Simply Financial 2006 - 2013
Transamerica Financial Advisors 2003 - 2011
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Financial Advisory, Series 7, Investment Advisory, Strategic Financial..., Risk Management, Financial Analysis, Securities, Retirement, Investments, Series 63, Mutual Funds, Valuation, FINRA, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments
Education
IPADE 1991 — 1992
D-1, Direccion de Empresa
The University of Texas at El Paso 1979 — 1981
BBA, Economics & Finance
Noah Jacobs's Independent Planners Group Experience October 2012 - December 2013
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2015 - Present
Highland Capital Brokerage January 2014 - May 2015
Independent Planners Group October 2012 - December 2013
Carfagno Insurance Services January 2009 - September 2012
Skills
Life Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Customer Service, Sales, Retirement, New Business Development, Business Development, Marketing, Leadership, Whole Life, Estate Planning, Financial Services, Relationship Management, Microsoft Office, Social Media, series 6, Series 63, Advanced Sales, Consultative Sales, Executive Benefits, Independent Planners, Life & Health Insurance..., Planning, Retirement Plans, Retirement Strategies, Succession Planning, Survivorship Life, Strategic Planning
Education
Arizona State University 2003 — 2008
BA, Bachelor of Interdisciplinary Studies
Pacific Life Insurance Company May 2015 - Present
Highland Capital Brokerage January 2014 - May 2015
Independent Planners Group October 2012 - December 2013
Carfagno Insurance Services January 2009 - September 2012
Skills
Life Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Customer Service, Sales, Retirement, New Business Development, Business Development, Marketing, Leadership, Whole Life, Estate Planning, Financial Services, Relationship Management, Microsoft Office, Social Media, series 6, Series 63, Advanced Sales, Consultative Sales, Executive Benefits, Independent Planners, Life & Health Insurance..., Planning, Retirement Plans, Retirement Strategies, Succession Planning, Survivorship Life, Strategic Planning
Education
Arizona State University 2003 — 2008
BA, Bachelor of Interdisciplinary Studies
Brad Newcomb Brad Newcomb's Independent Planners Group Experience February 2015 - Present
Job Business Development Director at Independent Planners Group
Industry Financial Services
Experience
Independent Planners Group February 2015 - Present
Voya Financial November 2007 - February 2015
ING US December 2006 - October 2007
ING US 2005 - 2006
Skills
Series 6, Series 63, Registered..., Licensed Life Insurance..., Financial Services, Term Life Insurance, Disability Insurance, Estate Planning, Financial Planning, Retirement, Fixed Annuities, Retirement Plan..., FINRA, Series 24, Uniform Combined State..., Employee Benefits, Series 65, Marketing Strategy, Investment Advisory, Retirement Planning, Asset Management, Financial Planners, Life Insurance, Health Insurance, Underwriting, Insurance, Securities, Long Term Care Insurance, Finance, Wealth Accumulation, Alternative Investments, Whole Life, Wealth, 401k, Relationship Management, Pensions, Defined Benefit
Education
Central College 1998 — 2002
Bachelor's of Arts, Business Management & Marketing
Des Moines Lincoln High School 1994 — 1998
Independent Planners Group February 2015 - Present
Voya Financial November 2007 - February 2015
ING US December 2006 - October 2007
ING US 2005 - 2006
Skills
Series 6, Series 63, Registered..., Licensed Life Insurance..., Financial Services, Term Life Insurance, Disability Insurance, Estate Planning, Financial Planning, Retirement, Fixed Annuities, Retirement Plan..., FINRA, Series 24, Uniform Combined State..., Employee Benefits, Series 65, Marketing Strategy, Investment Advisory, Retirement Planning, Asset Management, Financial Planners, Life Insurance, Health Insurance, Underwriting, Insurance, Securities, Long Term Care Insurance, Finance, Wealth Accumulation, Alternative Investments, Whole Life, Wealth, 401k, Relationship Management, Pensions, Defined Benefit
Education
Central College 1998 — 2002
Bachelor's of Arts, Business Management & Marketing
Des Moines Lincoln High School 1994 — 1998
Joshua Ver Hoeve Joshua Ver Hoeve's Independent Planners Group Experience September 2008 - December 2009
Job Director of Sales at Westland Financial Services, Inc.
Industry Financial Services
Experience
Westland Financial Services June 2010 - Present
Independent Planners Group September 2008 - December 2009
Asset Marketing Systems April 2004 - August 2008
Skills
Retirement, Retirement Planning, Insurance, Variable Annuities, Long Term Care Insurance, Financial Services, Indexed Annuities, Business Planning, Recruiting, Fixed Annuities, Life Insurance, Wealth Management, Email Marketing, Finance, Estate Planning, Marketing, Management, Annuity Sales, Strategic Financial..., Sales, Long-term Care, Financial Planning
Education
Kent State University
Westland Financial Services June 2010 - Present
Independent Planners Group September 2008 - December 2009
Asset Marketing Systems April 2004 - August 2008
Skills
Retirement, Retirement Planning, Insurance, Variable Annuities, Long Term Care Insurance, Financial Services, Indexed Annuities, Business Planning, Recruiting, Fixed Annuities, Life Insurance, Wealth Management, Email Marketing, Finance, Estate Planning, Marketing, Management, Annuity Sales, Strategic Financial..., Sales, Long-term Care, Financial Planning
Education
Kent State University
Walter Bigelow's Independent Planners Group Experience September 2015 - Present
Job Sales and Marketing Manager at Independent Planners Group
Industry Financial Services
Experience
Independent Planners Group September 2015 - Present
The M Group & Associates April 2015 - Present
Eddie V's Restaurants Inc. February 2013 - Present
J. Alexander's Restaurants October 2011 - February 2013
Skills
Bookkeeping, Employee Training, Customer Retention, Customer Service, Bartending, Restaurants, Catering, Menu Development, Food & Beverage, Hospitality, Food Service, Fine Dining, Restaurant Management, Banquets, New Restaurant Openings, Wine, Microsoft Excel, Social Networking, Microsoft Office
Education
Arizona State University 2012 — 2016
Bachelor's Degree, Economics
Arizona State University
Bachelor's degree of Economics, Economics
Independent Planners Group September 2015 - Present
The M Group & Associates April 2015 - Present
Eddie V's Restaurants Inc. February 2013 - Present
J. Alexander's Restaurants October 2011 - February 2013
Skills
Bookkeeping, Employee Training, Customer Retention, Customer Service, Bartending, Restaurants, Catering, Menu Development, Food & Beverage, Hospitality, Food Service, Fine Dining, Restaurant Management, Banquets, New Restaurant Openings, Wine, Microsoft Excel, Social Networking, Microsoft Office
Education
Arizona State University 2012 — 2016
Bachelor's Degree, Economics
Arizona State University
Bachelor's degree of Economics, Economics
John Nite John Nite's Independent Planners Group Experience February 2013 - Present
Job Life Specialist Pekin Insurance
Industry Insurance
Experience
Pekin Insurance March 2015 - Present
Independent Planners Group February 2013 - Present
Pacific Life June 2009 - December 2012
Allianz August 2004 - June 2009
Prudential Financial April 2004 - August 2004
High Mark Funds May 2002 - April 2004
Nationwide Insurance February 2001 - May 2002
Security Benefit April 1999 - February 2001
Security Benefit April 1997 - April 1999
Capital Financial Strategies August 1996 - April 1997
Skills
Financial Services, Sales Management, Recruiting, Training, Public Speaking, Insurance, Property & Casualty..., Life Insurance, Personal Financial..., Time Management, Territory Mgmt, Self-starter, Marketing, Salesforce Training, Fixed Annuities, Variable Annuities, Indexed Annuities, Index Funds, Long Term Care Insurance, Mutual Funds, New Home Building, Home Repairs, Asset Allocation, Disability Insurance, Term Life Insurance, Financial Planners, Long-term Care, Series 63, 401k, Financial Planning
Education
International Foundation for Retirement Education - INFRE 2011 — 2012
CRC, Financial Planning and Services
The American College 2002 — 2004
CLU, ChFC, Financial Planning and Services
University of Missouri-Kansas City 1974 — 1978
Bachelor of Arts (B.A.), Education, 3.4 /4.0
Pekin Insurance March 2015 - Present
Independent Planners Group February 2013 - Present
Pacific Life June 2009 - December 2012
Allianz August 2004 - June 2009
Prudential Financial April 2004 - August 2004
High Mark Funds May 2002 - April 2004
Nationwide Insurance February 2001 - May 2002
Security Benefit April 1999 - February 2001
Security Benefit April 1997 - April 1999
Capital Financial Strategies August 1996 - April 1997
Skills
Financial Services, Sales Management, Recruiting, Training, Public Speaking, Insurance, Property & Casualty..., Life Insurance, Personal Financial..., Time Management, Territory Mgmt, Self-starter, Marketing, Salesforce Training, Fixed Annuities, Variable Annuities, Indexed Annuities, Index Funds, Long Term Care Insurance, Mutual Funds, New Home Building, Home Repairs, Asset Allocation, Disability Insurance, Term Life Insurance, Financial Planners, Long-term Care, Series 63, 401k, Financial Planning
Education
International Foundation for Retirement Education - INFRE 2011 — 2012
CRC, Financial Planning and Services
The American College 2002 — 2004
CLU, ChFC, Financial Planning and Services
University of Missouri-Kansas City 1974 — 1978
Bachelor of Arts (B.A.), Education, 3.4 /4.0
Mai Luc's Independent Planners Group Experience September 2012 - Present
Job Annuity Director
Industry Financial Services
Experience
Independent Planners Group September 2012 - Present
Vanguard June 2011 - September 2012
Brokerage Professionals, Inc. April 2006 - June 2011
Chase Insurance 2000 - 2005
Skills
Securities, Marketing, Strategic Financial..., Insurance, 401k, Life Insurance, IRAs, Long-term Care, Financial Services, Wealth Management, Fixed Annuities, Financial Planning, Financial Planners, Term Life Insurance, Disability Insurance
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, MBA
University of Arizona 1995 — 1999
BSBA, Finance
Amphitheater High School 1991 — 1995
Independent Planners Group September 2012 - Present
Vanguard June 2011 - September 2012
Brokerage Professionals, Inc. April 2006 - June 2011
Chase Insurance 2000 - 2005
Skills
Securities, Marketing, Strategic Financial..., Insurance, 401k, Life Insurance, IRAs, Long-term Care, Financial Services, Wealth Management, Fixed Annuities, Financial Planning, Financial Planners, Term Life Insurance, Disability Insurance
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, MBA
University of Arizona 1995 — 1999
BSBA, Finance
Amphitheater High School 1991 — 1995
Mark Ruebusch, CLU, ChFC's Independent Planners Group Experience January 2014 - December 2014
Job Regional Director
Industry Financial Services
Experience
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
Justin Dye's Independent Planners Group Experience October 2012 - Present
Job Operations Administrator at Independent Planners Group
Industry Insurance
Experience
Independent Planners Group October 2012 - Present
O'Reilly Auto Parts January 2011 - November 2012
Domino's Pizza December 2009 - December 2011
Education
Westminster College (MO) 2013 — 2016
Bachelor of Engineering (BEng), Mechanical Engineering
Paradise Valley Community College
Associate's degree, Business/Office Automation/Technology/Data Entry
Independent Planners Group October 2012 - Present
O'Reilly Auto Parts January 2011 - November 2012
Domino's Pizza December 2009 - December 2011
Education
Westminster College (MO) 2013 — 2016
Bachelor of Engineering (BEng), Mechanical Engineering
Paradise Valley Community College
Associate's degree, Business/Office Automation/Technology/Data Entry