Why guaranteed lifetime withdrawal benefit election rates continue to rise.
Zenith Marketing Group, with offices in Freehold, NJ; Charlotte, NC; York, PA; and Wayne, PA announces the addition of Dan McGrath as Director of Institutional Marketing. In this new role, Dan will utilize his expert knowledge of Social Security, Medicare, long-term care and other health related costs affecting retirees, to educate and develop marketing programs and seminars for producers and institutional accounts. He will be based in Windham, New Hampshire.
Dan’s experience in the financial services industry is vast and varied. Starting in broker dealer operations for State Street Research, Dan later joined Fleetbank/Quick & Reilly building marketing and sales pieces for new and existing brokerage clients. He then joined Fundquest, a global asset management company, and was named wholesaler of the year for three consecutive years even as he continued to be responsible for creating all advisor training programs used on a national basis.
Most recently, Dan was the Director of Healthcare Funding Strategies for Healthview Services, a leader in the development of health cost forecasting software for the financial services community. Dan helped create Zenith Marketing’s exclusive Healthcare Out-of-Pocket Expense (HOPE) Analysis which details anticipated out-of-pocket healthcare costs for those in or near retirement.
Dan’s published articles include a co-authored module for RIIA’s “A View Across the Silos” and he has been a guest Medicare specialist for Horsesmouth’s “Savvy Medicare Planning for Baby Boomers”. Dan holds series 6, 63, and 65 securities licenses along with his life and accident and health insurance licenses.
Zenith Marketing Group is one of the largest and most respected full-service independent brokerage companies operating in the United States catering to the true insurance professional. More information about Zenith Marketing Group can be obtained at www.zenithmarketing.com/intro, (800) 733-0054, or on LinkedIn.
(800) 733-0054 Ext. 6146