Todd Davis Email & Phone Number
Annuity Brokerage Director @ Partners Advantage Insurance Services, LLC
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Todd Davis Location
- West Palm Beach, FL, US
Todd Davis Work
- 2014 -now Annuity Brokerage Director @
- 1991 -now Owner and President @ Best Insurance Direct, Inc
- 2010 -2014 Vice President Annuities, Asset Based LTC Sales and Life Insurance @ The Bollinger Group
- 1991 -1999 National Sales Manager @ Trigon-Mid South
Todd Davis Education
- The American College
(Retirement Income Certified Professional)
2016-2017 - Institute of Business & Finance
Certified Annuity Specialist (Annuities)
2011-2011 - Mercer University
(Sales Management)
1973-1976 - Oglethorpe University
(Sales - Psycology - Management)
1972-1973
Todd Davis Skills
- Fixed Annuities
- Retirement Planning
- Retirement
- Long-term Care
- Wealth Management Services
- Investments
- Long Term Care Insurance
- Insurance
- Wealth
- Thrive U Case Design Assistance
- Financial Planning
- Term Life Insurance
- Wealth Management
- IRAs
- 401k
- Financial Planners
- Financial Services
- Estate Planning
- Life Insurance
- Disability Insurance
- Health Insurance
- Small Business
- Customer Service
- Employee Benefits
- Critical Illness
- Indexed Annuities
- Roth IRA
- Investment Advisory
- Whole Life
- Universal Life
- 401k Rollovers
- Finance
- Wealth Accumulation
- Brokers
- Immediate Annuities
- Portfolio Management
- Strategic Financial Planning
- Recruiting
- Pensions
- Personal Finance
- Underwriting
- Retirement Income Planning
- Asset Protection
- Investment Strategies
- Personal Financial Planning
- Social Security
- Social Security Retirement Planning
- Social Security Planning
- Retirement Income Strategies
- Retirement Income Flooring
- Marketing
- Long Term Care
- Leadership
- Asset Allocation
- Strategy
- Strategic Planning
- Marketing Strategy
Todd Davis Summary
- Todd Davis, based in West Palm Beach, FL, US, is currently a Annuity Brokerage Director at Partners Advantage Insurance Services, LLC. Todd Davis brings experience from previous roles at Best Insurance Direct, Inc, The Bollinger Group and Trigon-Mid South. Todd Davis holds a 2016 - 2017 The American College. With a robust skill set that includes Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Wealth Management Services and more. Todd Davis has 1 emails and 2 mobile phone numbers on RocketReach.
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