Preserving the Estate and Delay RMDs
Tim is a nationally recognized speaker and consultant on retirement income strategies. Throughout his informative, high-energy presentations, he shares innovative concepts in a clear, easy to understand manner, which leads to increased advisor confidence, increased client understanding and increased productivity.
In addition to working with companies such as MassMutual, MetLife, New York Life, and Northwestern Mutual, Tim has spoken at numerous industry events, including the National Association of Insurance and Financial Advisors National Conference and the Society of Financial Service Professionals Advanced Planning Clinic, and provided content for the Hoopis Performance Network and Real Wealth Advisors.
Tim began his financial services career more than 20 years ago as a Financial Advisor before moving to the Home Office of a Fortune 500 insurance company, where his strategies played a key role in more than doubling the company’s annuity sales. Tim later formed his own company and now works with financial advisors and their clients across the country.
Tim continues to expand his knowledge, having earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) and Chartered Advisor for Senior Living (CASL) designations. He also serves on the Board of Directors of his local National Association of Insurance and Financial Advisors chapter.
Tim is married to his high school sweetheart, Jen, and they have three children, Brianna, Karina and Connor. He enjoys spending time with his family and participating in their school, church and athletic activities.