Riding the ‘long tail’ of opportunity — with AmeriLife’s Brian Peterson
December 17, 2024 by Paul Feldman
Brian Peterson talks about his path from teacher and coach to president of AmeriLife Group’s Accumulation and Retirement Income Distribution division, and what the future looks like for one of the industry’s largest marketing and distribution businesses.
When Brian received some questionable financial advice during his early days as a teacher and coach, it drove him to rethink his career. “I was not happy. I mean, after the advisor left abruptly — I asked him to leave — I told my wife, ‘Listen, if he can do this and make money in this profession with the advice he’s giving, what if I were to do it and do it the right way?’”
Click HERE to read the full story via INN
Wink’s Moore on the Market: I remember driving up to Minneapolis, to make a sales pitch to Brian Peterson, who was then CEO at TruChoice. I wanted him to use Wink, Inc. for his annuity product information and sales data.
SN: my bra was showing the entire time through that pitch- I found out later. (No one said anything to me!)
At any rate, what I left that office with was not a new contract, but a new friend. One that I have a ton of respect for.
Fast forward to today, and my friend is now the head of Accumulation and Retirement Income Distribution at AmeriLife.
I learned a little bit more about him in this interview in InsuranceNewsNet. Hope you do too…
Takeaway- “I’m a huge believer in holistic planning. I think that’s where the future is.” -sjm
