John A. Oliver, CLU, ChFC, MBA Bio

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John A. Oliver, CLU, ChFC, MBA Vice President, Field Development Speaker Overview John’s energetic style and vast experience make him a very sought-after lecturer. With his natural talent for storytelling, John makes even continuing education seminars fun and interesting. John is highly credentialed and has created and presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants. He has also been a featured speaker at the Million Dollar Round Table and for the American Bar Association, Real Property, Probate and Trust Law Section. In his role as Vice President, Field Development, John focuses on attracting new sales and distribution, developing marketing strategies, and supporting the company’s Regional Marketing Directors to enhance their ability to implement marketing programs and advanced sales concepts. Previously, John served as Vice President of Strategic Marketing Services. In that capacity, he managed a department that provides technical support to agents, clients and clients’ professional advisors through the development of business and estate planning strategies. John’s articles on advanced planning with life insurance products have appeared in National Underwriter, Investment Advisor and The Journal of Financial Services Professionals. John graduated from San Diego State University, magna cum laude, with a Bachelor of Science degree in business management. He also completed a Master of Business Administration degree program at the same university with an emphasis in finance. PublishedArticles When 3% Is a Good Return February 2004 Investment Advisor Borrow and Invest the Difference June 2003 Investment Advisor SPVULs Can Help Seniors April 2000 National Underwriter IRA Stretch-Outs Work Best With Life Insurance January 2000 National Underwriter Survivorship Life Insurance for Estate Preservation and Creation March 1996 Journal of the American Society of CLU & ChFC Most Requested Presentations - Understanding What Matters to the Affluent Client - Life Insurance in Legacy Planning - Estate Planning for Foreign Nationals - Charitable Legacy Planning - The Power of Simplicity - The Power of Ideas OLA 1919 0514 Essential Guide to Life Insurance September 2012 Lifehealthpro.com

Transcript of John A. Oliver, CLU, ChFC, MBA Bio

Page 1: John A. Oliver, CLU, ChFC, MBA Bio

John A. Oliver, CLU, ChFC, MBA

Vice President, Field Development

Speaker Overview

John’s energetic style and vast experience make him a very sought-after lecturer. With his natural talent for storytelling, John makes even continuing education seminars fun and interesting. John is highly credentialed and has created and presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants. He has also been a featured speaker at the Million Dollar Round Table and for the American Bar Association, Real Property, Probate and Trust Law Section.

In his role as Vice President, Field Development, John focuses on attracting new sales and distribution, developing marketing strategies, and supporting the company’s Regional Marketing Directors to enhance their ability to implement marketing programs and advanced sales concepts.

Previously, John served as Vice President of Strategic Marketing Services. In that capacity, he managed a department that provides technical support to agents, clients and clients’ professional advisors through the development of business and estate planning strategies.

John’s articles on advanced planning with life insurance products haveappeared in National Underwriter, Investment Advisor and The Journalof Financial Services Professionals.

John graduated from San Diego State University, magna cum laude, with a Bachelor of Science degree in business management. He also completed a Master of Business Administration degree program at the same university with an emphasis in finance.

PublishedArticles

When 3% Is a Good ReturnFebruary 2004Investment Advisor

Borrow and Invest the Difference June 2003 Investment Advisor

SPVULs Can Help SeniorsApril 2000National Underwriter

IRA Stretch-Outs Work Best With Life Insurance January 2000National Underwriter

Survivorship Life Insurance for Estate Preservation and Creation March 1996Journal of the American Society of CLU & ChFC

Most Requested Presentations

- Understanding What Matters to the Affluent Client- Life Insurance in Legacy Planning - Estate Planning for Foreign Nationals

- Charitable Legacy Planning- The Power of Simplicity - The Power of Ideas

OLA 1919 0514

Essential Guide to Life InsuranceSeptember 2012Lifehealthpro.com