Welcome to All New Advisors!

Click here for a short video about this month's issue
During the last two weeks of July, we hosted four Annuity Advisor presentations at Fleming’s Steakhouse in Woodland Hills and in Anaheim, CA.  The events were so popular that we sold out all four sessions in less than TWO DAYS!

Our goal was to meet new advisors and introduce them to the TWH way of helping advisors grow their business.  We just wanted to show exactly how and why we are The #1 Concierge FMO in America.  And, with 125 advisors in attendance, we got exactly what we had hoped for.

Welcome to the TWH family!  We are super excited to be working with you, and look forward to helping you grow your business.

New Employees at TWH!

We are also VERY excited to announce and introduce three dynamite new additions to the TWH family.  In alphabetical order, please meet your new team members:

Ryan Aguirre

Ryan has more knowledge about annuity and life products than any other person I’ve met in this industry (and LTC, Disability, Premium Finance, etc.).  Ryan is the go-to person when getting quotes or case design advice.  He is super helpful with case design and illustration questions, with over a decade of advanced planning and case design experience.  His email is Ryan@twhagency.com, and his phone extension is 208.

Tanya Catanzareti

Tanya will be helping to make our back-office and administrative support services even more stellar and comprehensive than they already were…and they were already freaking awesome! She also will be leading many of our recruiting and marketing projects, because her project management abilities are scary good.  She is also a proficient project manager and is already heading up several of our agent services initiatives, so it is likely that you will be speaking with her very soon—or maybe you already have. Tanya’s email address is Tanya@twhagency.com, and her phone extension is 207.

Shawn Roberts

Shawn is adding his decades of knowledge to every aspect of helping us grow our business, by helping our advisers grow their business.  Shawn has owned his own agency, has done hundreds of seminars, had his own radio show for years, and has helped hundreds of advisors level up their annuity and insurance sales.  Shawn also plays crucial roles in helping our company with branding, recruiting, and marketing.  You probably have already heard him on many of our promotional webinars, and you will certainly be hearing more and more from him.  Shawn’s email address is Shawn@twhagency.com, extension: 209.

The old TWH crew is still here too

John Roberts, Ami, and I will all still be here as well—and our company founder Tip Huffman (Ami’s dad) still makes an appearance from time to time.

Did you know?...More than 50% of Americans think that estate planning is at least somewhat important, but only 33% have a will or living trust?

Your clients need a living trust to protect their estates from probate, and YOU can introduce them to the best and easiest way to put a living trust in place.

Give us a call to learn more:

~ Greg Skogsberg


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