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Andy Segrist | Elance
 
176985602337900
Last Sign-in: Dec 25, 2011

Andy Segrist

Expert Retirement Plan Educator road warrior
   United States
  |   Portland, OR

Overview

A dynamic and informally entertaining employee retirement plan educator/advisor, having performed more than 500 meetings since the go-go 90's, for well over 10,000 Pacific Northwest retirement plan participants. I always deliver at least one moment of clarity per meeting, and have consistently been praised as the best educator that client companies have ever had work with their employees. The majority of my tenure was with John Hancock, 1997-2006, and have performed subsequent meeting work with Mass Mutual, Lincoln Financial, Newport...

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Skills (4)

Tested
Retirement plan education
investment education
asset allocation strategy
Saving

Service Description

For the company who is having poor response from the provider service team, if there is one, and especially your agent/broker, if you have one. Able to perform simple to complex meeting subject in a single bound. I have laptop with Microsoft Office if a slide show is provided and required/desired. Can work with existing SPD/Document information to update an existing slide show. Client should furnish projector.

Retirement education meetings on a per diem basis as required. Limited to 4 meetings per day. Distance is not an issue. Client pays for travel expenses including travel, meals, mileage, and hotel if necessary.

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Employment

Freelance retirement plan educator
Educator
2009 - Present
Delivering interesting, extremely useful, impactful retirement plan meetings by day, anywhere the client may require.
Standard Life Insurance
Client Consultant
2007 - 2008
Additional full service plan service management, for over 130 plans in Oregon and Washington. Developed education strategy with clients, and presented both enrollment and ongoing education...
John Hancock USA
Retirement Plan Communication Associate
1997 - 2006
Responsible for all aspects of 401(k) pension plan marketing, implementation, education and in Pacific Northwest territory consisting of over 600 plans, 30,000 active participants and $500 million...

Education

The Lee Strasberg Institute, London.
Dramatic Arts
- 1992
Purdue University
BA, Communication
- 1991

Keywords

Retirement Plan Education
investment education
My Snapshot
Finance & Management
1
Elance Level
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Identity
Username
AndySegrist
Type
Individual
Member Since
December 2011
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Andy Segrist | Elance

Andy Segrist