David Weyner
Ansonia,US
Summary
Following 10 years as a NYC-based senior corporate executive, since 2007 David Weyner has served financial, insurance and benefits clients around CT. A Series 65-licensed IAR, as Senior Associate, USA Financial and Tax Services (full service independent financial services firm), David's work with customers has focused on retirement strategies, Insurance coverage and Long Term Care planning. Mr. Weyner has presented many seminars, educating community members about financial topics including Timing Social Security benefits, Taxes in Retirement and Empowering Women in Retirement. The setting for these gratis workshops have included Adult Ed, public and university library programs plus events he's hosted at wineries and breweries.
Overview
17
17
years of professional experience
Work History
Investment Advisor Representative; Sr. Advisor
(Self-Employed) USA Financial & Tax Services
2011.01 - Current
- Assisted owner in upgrading promotional toolbox & educational workshop topics.
- For l venue network, grew egular series for l20 monthly gratis workshops for lead generation.
- Emphasizing asset-based products, helped grow firm's book of Long Term Care insurance.
- Pursued leads, set appointments, brought in new clients. Ascertained financial goals. Conducted regular client reviews
- Guided by fiduciary and risk management standards, in initial five years collaborated in doubling firm's AUM & insurance revenue streams.
- Educated clientele about non-traditional insurance lines (eg fixed indexed annuities), sector-oriented investment strategies; and portfolio rebalancing.
- Specialized in assisting clients assess and manage tax exposure in retirement.
- Updated clients on changes in tax laws affecting investments and estate planning. With attorneys, introduced advanced trust concepts protecting generational wealth.
Independent Insurance Agency
(Self Employed) AFLAC Company; LTCI Partners
2009.08 - 2010.11
- Ran independent insurance agency focused on Long Term Care insurance products from Genworth, J. Hancock, etc. Extensive training by Genworth LTC corporate,
- Purchased leads. Set appointments. Sold policies.
- Networking via local Business Organizations.
- Prospected and closed new AFLAC accounts.
- Educated, sold employees supplemental benefits filling gaps left by major medical plans.
- Plans included Short Term Disability; Term and Whole life Insurance; Accident; Hospital; Cancer.
Sole Proprietor/Captive Agent
(Self-Employed) Genworth Long Term Care Insurance
2007.07 - 2009.10
- Licensed to sell Life and Health insurance products.
- Extensive training in marketing and selling (high commission-based) Long Term Care insurance.
- Purchased leads and aggressive outreach to prospective clients.
- Networking via local Business Organizations.
Education
BA Program: History Major, Music Minor
Stonybrook University; Queens College
Stonybrook & Queens, NYSeries 65 (Fiduciary)
FINRA
04.2016
Skills
- Fiduciary designation
- Consultative sales skills
- Customer Service-Oriented
- Retirement Planning
- Insurance Planning
- Self-motivated nature
- Verbal and written communication
- Marketing & Powerpoint Presentations
Timeline
Investment Advisor Representative; Sr. Advisor
(Self-Employed) USA Financial & Tax Services
2011.01 - Current
Independent Insurance Agency
(Self Employed) AFLAC Company; LTCI Partners
2009.08 - 2010.11
Sole Proprietor/Captive Agent
(Self-Employed) Genworth Long Term Care Insurance
2007.07 - 2009.10
BA Program: History Major, Music Minor
Stonybrook University; Queens College
Series 65 (Fiduciary)
FINRA
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