Advisors Excel company logo

The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

advisorsexcel.com

About Advisors Excel

Provider of insurance marketing services for independent advisors. The company provides agents with marketing, training, support, and negotiated wholesale relationships with annuity and life insurance carriers. It also offers brand building services, events, and rewards for agents.

Advisors Excel Headquarter Location

1300 SW Arrowhead Road Suite 200

Topeka, Kansas, 66604,

United States

(866)363-9595

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Advisors Excel News

Joshua Police to Lead Boston Mutual Individual Sales: Personnel Moves

Apr 29, 2022

X X What You Need to Know Advisors Excel has hired an underwriting officer who was at Allianz Life. MassMutual has a new DEI head. Boston Mutual Life Insurance Co. has picked Joshua Police to run a new sales department. Police will be the executive vice president in charge of the Canton, Massachusetts-based company’s Business Development and One Company Solutions Strategic Business Center. The center will oversee distribution of individual life insurance products and workplace product sales and distribution. It will work to build on Boston Mutual’s existing presence in the worksite market in New England. Police has been Boston Mutual’s vice president for market strategies. He began working for the company in 2008. Earlier, he spent three years at Sun Life Financial. He has a bachelor’s degree from Bowdoin College and a master’s degree in business from Northeastern University. Boston Mutual also has named Nicholas Barishian vice president for individual solutions; Ty Conder, vice president for small business solutions; Andrew McLean, vice president for workplace solutions; and Allison DeFlaminis, director of sales of operations for the One Company Solutions unit. Transamerica Transransamerica has named Phil Eckman president of its workplace solutions division. Eckman succeeds Kent Callahan, who plans to serve as vice chairman until the end of the year and then retire. Callahan has worked for Transamerica since 1986, and he has been running the workplace solutions division since 2020. Eckman has been the workplace solutions division’s chief operating officer. He has worked for Transamerica in many different positions since 1996. Before that, he was a lawyer with Clure, Eaton, Butler. He has a bachelor’s degree from Gustavus Adolphus College and a law degree from William Mitchell College of Law. SE2 SE2 — a Topeka, Kansas-based life and annuity support services company that’s part of Eldridge — has tapped Michele Trogni to be its next CEO. Trogni will succeed Mark Schultis, who is stepping down and becoming a company consultant. She has been an operating partner at Eldridge and SE2′s board chair. She will continue to be the SE2 board chair. Before she began working for Eldridge, in 2020, she was chair of Capital Markets Gateway. She also has been an executive at UBS and at Markit. She has a bachelor’s degree from Northumbria University. In related news, SE2 has hired Rob Frederick to be president and chief operating officer. Frederick has been the chief operating officer at LTCG. He previously spent 12 years at Transamerica. He has a bachelor’s degree from the University of Iowa and a master’s degree from Drake University. Frederick holds the fellow of the Life Management Institute and Chartered Life Underwriter professional designations. He also holds the associate, annuity products and administration, professional designation. Advisors Excel Advisors Excel — a Topeka, Kansas-based financial services distributor and advisor support services company — has hired Michael McCarty to be chief underwriting officer for life insurance. The Latest McCarty previously was vice president for life and annuity new business operations at Allianz Life. He also has worked as an underwriter at Fortis, Transamerica, U.S. Financial Insurance, The Crump Group and Risk Righter. He has a bachelor’s degree from the University of Nebraska at Lincoln. He holds the fellow of the Life Management Institute professional designation. MassMutual Massachusetts Mutual Life Insurance Co. has hired Jackson Lee Davis IV to be head of diversity, equity and inclusion. Davis will help the Springfield, Massachusetts-based insurer advance equity and justice and promote financial well-being, the company says. Davis previously was the global director of DEI at Meta/Facebook. He also has held similar positions at ESPN and Fannie Mae, and he has been national retail manager at Grandma Maud’s, a Southern-style food manufacturer. Davis has a bachelor’s degree from the College of Charleston. Global Atlantic Global Atlantic Financial Group — a New York-based annuity and life insurance company — has named Peggy Poon treasurer. She was the company’s senior vice president for corporate development. Earlier, she was a director in the North American Financial Services Ratings group at S&P Global Ratings. She has a bachelor’s degree from Boston University and holds the chartered financial analyst professional designation. ACLI The American Council of Life Insurers has hired Sarah Lashley to be assistant vice president, taxes and retirement security. She previously was assistant general counsel at Transamerica. She also has worked at the IRS, as an assistant to the branch chief in the insurance branch at the IRS Office of Chief Counsel, and as an attorney advisor to two judges at the U.S. Tax Court. She began her career as a signals intelligence analyst in the U.S. Army. She has a bachelor’s degree from Chaminade University and a law degree from the University of Maryland. Molina Molina Healthcare — a health insurer based in Long Beach, California —has hired Dr. Tim Gutshall to be chief medical officer of Molina Healthcare of Iowa. Gutshall previously was the chief medical officer at Wellmark Blue Cross and Blue Shield in Iowa. He has been a board-certified family and emergency medicine physician in Iowa for 26 years. He has a bachelor’s degree and a medical degree from the University of Iowa. Pictured: Joshua Police (Photo: Boston Mutual)

Advisors Excel Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

Advisors Excel Rank

  • Where is Advisors Excel's headquarters?

    Advisors Excel's headquarters is located at 1300 SW Arrowhead Road, Topeka.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.