Allianz Life Insurance Company of North America does not provide financial planning services.
This content does not apply in the state of New York.
Focused on:
- Sales ideas
- Financial planning software
- Education and adoption of insurance-based solutions within financial technology
- Retirement income strategies
- Managing risk in retirement planning
- Social Security optimization
Background:
With more than 20 years in the financial services industry, Wickre has broad experience in various financial technology platforms that help financial professionals create holistic retirement strategies.
Experience:
- Drives sales with technology, digital advice, and financial planning software.
- Creates and develops support programs to promote the use of financial technology tools and platforms to financial professionals.
- Educates financial professionals on how insurance-based products can help improve plan outcomes.
- Provides sales consulting on planning platforms such as MoneyGuidePro, eMoney Advisor, RightCapital, Riskalyze, and LifeYield Social Security+.
- Delivers sales-related, technology-focused presentations at conferences, field events, and office meetings.
Education, certifications, and memberships:
- B.A. from Northern State University
- FINRA Series 7 and 24 securities registrations
