Workers expect their defined contribution plans to play a greater role in their retirement income than annuities.
Progressive Financial Concepts Provides Quality Financial Solutions and Services to Clients Based on Trust and Integrity.
San Diego, CA – The Producers Group is pleased to announce that Progressive Financial Concepts has become an affiliated firm of the company. Based in Scottsdale, Arizona, Progressive Financial Concepts’ mission is to provide quality financial solutions and services to clients based on trust and integrity.
“I am thrilled to have the Progressive Financial Concepts firm working with The Producers Group” said Kent Freundt, President and CEO of The Producers Group. “We are excited to work closely with these advisors to help grow their business and even assist them in better serving their clients.”
With over $1.2 million in gross dealer concessions, The practice is home to nine advisors:
• Kory Budinger
• Stan Waldrop
• Greg Morell
• Dustin Lester
• Michael Otradovec
• Eric Black
• Brian West
• Jessica Weitzner
• Chris Sevilis
Five additional team members support the practice, located at 8722 E. Via De Commercio, Suite 100, in Scottsdale, Arizona.
“Progressive Financial Concepts has gained a significant resource with their relationship with The Producers Group,” said, Kory Budinger, Senior Advisor with Progressive Financial Concepts. “With The Producers Group granting us access to their relationships and their experience in insurance underwriting, they provide Progressive Financial Concepts a complete open architecture in the insurance field.”
Progressive Financial Concepts was founded in 1979. The practice’s advisors bring a vast background of experience ranging from retirement planning, asset management and employee benefits to financial planning and insurance analysis. Its goal is to provide a boutique service experience clients can’t find elsewhere.
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 intelligent-touch concierge services 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.
Eric Freundt 858.764.6496 email@example.com thepg.com