Financial Representative and Business Planning Specialist @ (March 2021 - November 2022)
Brokerage Director @ (January 2015 - March 2021)
Regional Vice President and Life Insurance and Linked Benefits and Long Term Care @ (October 2009 - January 2015)
Partner @ Financial Strategies Group LLP (February 2009 - December 2009)
Regional Life Specialist and Wirehouse Point of Sale Specialist @ (February 2007 - February 2009)
Regional Sales Director @ Invescor (January 2001 - January 2006)
Advanced Sales Specialist and Business Development Specialist @ (February 1999 - February 2001)
Life Insurance Wholesaler @ Invescor LTD (March 1998 - February 1999)
Todd Wolfe Education
Michigan State University
BA (Alpha Epsilon Pi Fraternity)
1992-1994
The Corporation for Long-Term Care Certification
Certification for Long-Term Care
Chartered Financial Consultant Professional Designation
Todd Wolfe Skills
Fixed Annuities
Life Insurance
Long-term Care
Term Life Insurance
Insurance
Long Term Care Insurance
Series 6
Series 63
Universal Life
Whole Life
Insurance Brokerage
Retirement Planning
Life
Mutual Funds
Estate Planning
Variable Annuities
Disability Insurance
High Net Worth Individuals
Financial Advisory
Financial Planners
Investments
Underwriting
Pensions
Strategy
Sales
Investment Strategies
Financial Services
Retirement
IRAs
401k
Wealth Management
Financial Planning
Brokers
Finance
Marketing
Leadership
Health Insurance
Business
Strategic Partnerships
Business Development
Strategic Planning
Microsoft Word
401k Retirement Savings Plans
Employee Benefits
Public Speaking
Business Planning
Management
Whole Life Insurance
Life
Long Term Care
401 Retirement Savings Plans
Todd Wolfe Summary
Todd Wolfe, based in Detroit, MI, US, is currently a VP Senior Insurance Strategist at Focus Financial Partners. Todd Wolfe brings experience from previous roles at Detroit Insurance Brokerage, Lifetime Financial Growth of Michigan, MassMutual Great Lakes and Genworth Financial. Todd Wolfe holds a 1992 - 1994 BA in Alpha Epsilon Pi Fraternity @ Michigan State University. With a robust skill set that includes Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Insurance and more. Todd Wolfe has 1 emails and 2 mobile phone numbers on RocketReach.
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