Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA | Elance
 
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Last Sign-in: Jul 12, 2014

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA

Insurance Promotion Services
   United States
  |   Saint Louis, MO
  |  7:57 pm Local Time

Resume/C.V.

Susan Wright has over 20 years of experience in the insurance and financial services industry. Ranked in the top 1% of writers on Elance, Susan's focus allows her to complete projects quickly and efficiently for those seeking content in the insurance and financial arena.

Through her company, Insurance Promotion Services, Susan has helped clients produce sales increases due to her ability to show the benefits of investments, annuities, and insurance - as well as to educate on related topics such as Medicare, Medicaid, Social Security, and life insurance settlements.

Susan has been licensed as a life and health insurance agent, and a securities broker. She has earned 9 professional designations, including CLU, ChFC, RHU, REBC, CSA, CLTC, CCFC, CSS, and ADPA.

Knowledge and passion for writing about finance and insurance shows in Susan's work - giving you, your agents, and your clients the peace of mind to present and purchase the products you and your company have to offer.

Service Description
Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CCFC, CSS, ADPA is a specialist in the area of financial and insurance marketing and training. She has handled a variety of roles, including training over 10,000 financial services representatives, and marketing to consumers on the benefits of retirement investing as well as long-term care insurance and related topics such as Medicare, Medicaid, and Social Security.

Her writing ability spans topical articles, training manuals, brochures and other sales materials, video scripts, website content, blog posts, and books for both consumers as well as financial services professionals, attorneys, and CPAs.

Ms. Wright holds a BA from Michigan State University and an MBA from St. Louis University. Susan has held licenses in real estate, insurance, and NASD Securities, and she holds nine industry professional designations.
Certifications
College for Financial Planning
ADPA - Accredited Domestic Partnership Advisor
Awarded: 2012
American School of Real Estate
CSS - Certified Seniors Specialist
Awarded: 2008
American Cash Flow Institute
CCFC - Certified Cash Flow Consultant
Awarded: 2002
Society of Certified Senior Advisors
CSA - Certified Senior Advisor
Awarded: 2002
Corporation for Long Term Care Certification
CLTC - Certified in Long Term Care
Awarded: 2002
The American College
RHU - Registered Health Underwriter
Awarded: 1997
The American College
REBC - Registered Employee Benefits Consultant
Awarded: 1997
The American College
CLU - Chartered Life Underwriter
Awarded: 1996
The American College
ChFC - Chartered Financial Consultant
Awarded: 1996
Licenses
Missouri Real Estate Commission
Real Estate Broker
Awarded: 2002
National Association of Securities Dealers
Series 7 Securities
Awarded: 1994
Missouri Department of Insurance
Life and Health Insurance Agent
Awarded: 1992
Missouri Real Estate Commission
Real Estate Agent
Awarded: 1987
Education
St. Louis University
Master of Business Administration
1990 - 1995
Michigan State University
Bachelor of Arts - Communications
1985 - 1987
Employment
Insurance Promotion Services
Principal
2003 - Present
Writing and training roles at several insurance and investment companies, including MetLife, Mass Mutual, A.G. Edwards, and National City. Responsible for creation of marketing and training materials, primarily on issues of interest to the senior market, such as annuities, life and long-term care insurance, Medicare, Social Security, and life insurance settlements.
Edward Jones Investments
Senior Marketing Specialist; Limited Partner
1995 - 2003
Responsible for training financial services reps and marketing to consumers on insurance and annuity products. Activities included presenting in live seminars and video telecasts; creating books, seminar and video scripts, brochures, web content, training manuals, articles, and other publications; acting as a liaison between insurance vendors and approximately 10,000 field reps; and developing training and marketing for new product roll-outs. Sales of primary product, long-term care insurance, increased from $1.4 million to $30 million annually during time in position.
The Wright Choice
Principal
1987 - 1995
Produced marketing and training materials, as well as sales award presentations, with a focus on the insurance and financial industry.
Stifel, Nicolaus and Company
Stockbroker
1993 - 1994
Developed and presented insurance and investment plans to clients.
New York Life Insurance Company
Agent
1991 - 1993
Developed financial solutions for clients; Ranked 2nd in training class of over 300 agents.
Payment Terms
Work on any project cannot begin until escrow has been funded. On projects with longer time lines, work will begin when escrow for at least the first milestone has been funded. I am happy to accept final payment when the client is satisfied with the work that has been completed.
Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA | Elance

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA