Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately!

Carlan's Bio:

Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations.

Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017.

Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations. Carlan also holds her FINRA Series 6 and VA Life and Health license.

Carlan's Acheivements:

Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal)

Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal)

Standford Award Winner 2020 achieved the highest percentage to goal on my team

Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired)

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