A roundup of some of the more unusual items that crossed our desk recently.
Michael E. Menning, CLU, ChFC and Stephen C. Mathews out of Dublin, Ohio
San Diego, CA – The Producers Group (TPG) has appointed Michael Menning, CLU, ChFC and Stephen Matthews as TPG Market Leaders. TPG Market Leaders recruit existing and newly independent producers and producer groups and assist them in growing their business.
“I am thrilled to have Michael and Stephen working with The Producers Group Team,” said Kent Freundt, Founder and President of The Producers Group. “The role of a Market Leader, is truly focused on helping producers be a part of something bigger, a part of The Producers Group. Michael Menning and Stephen Matthews, who between them have over two decades of financial and investment experience, are the perfect match to accomplish these goals.”
Working out of their Ohio office, Mike and Steve will help existing and newly independent producers take their career to the next level by:
• providing educational tools and resources and in person development sessions;
• meeting with wholesalers;
• helping them gain market share;
• providing them opportunities to enhance their practice; and
• providing advanced market support
“Choosing a professional advisor is one of the most important decisions an individual can make,” said Mike Vietri, Executive Vice President of TPG. “Having experienced Market Leaders like Mike Menning & Steve Mathews represent The Producers Group and SagePoint is a real advantage for us.”
Mike Menning, CLU, ChFC has assisted individuals and businesses with their investment and insurance needs since 1990. His planning process incorporates the client’s total financial picture to help meet their short, intermediate and long term goals.
Mike’s current securities registrations include the Series 6, 7, 24, 51 and 63 along with his Life, Accident and Health License. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College.
Steve Mathews has helped individuals and businesses with their financial picture since 2000. His philosophy is to get to know the client, both professionally and personally. By taking the time to understand each client and their unique financial goals, he hopes to maximize each client’s financial potential.
Steve’s current securities licensing includes the Series 6, 7, 63, and 24 along with his Life, Accident, & Health License. Stephen graduated from Miami University in 1987 with a BS in Finance.
Established in 1997 and built with over 100 years of combined experience, The Producers Group is one of the most knowledgeable, privately-owned distribution companies in the country. We provide high-touch concierge service with creative insight for our advisors that can help them find solutions for their clients in Life Insurance, Annuities, Long Term Care and Disability Insurance. TPG also offers, state-of-the-art underwriting, advanced market support, and guidance for our producers from case to commission by assigning each agent on our team to a sales consultant, case manager, commissions specialist and providing direct access to one of the firm’s five partners.