Trumark Wholesale Insurance announced today that Matthew Barr has joined the firm to deepen its relationships with its bank, wirehouse and RIA partners.
Online PR News – 24-November-2015 – Pleasanton, CA – Trumark Wholesale Insurance Services, Inc. ("Trumark") announced today that Matthew Barr has joined the firm’s Institutional Division to further deepen Trumark's relationships with financial advisors in its key bank, wirehouse and RIA accounts. With 20 years of experience as a financial advisor and life insurance specialist, Matt brings a broad scope of knowledge grounded in a consultative, planning-based philosophy. Matt spent the last seven years as a Regional Life Specialist for Lincoln Financial Distributors, where he worked exclusively with financial advisors in the areas of wealth transfer, retirement planning and business succession and was regularly a leading producer.
In his role as Sales Vice President with Trumark, Matt will partner with financial services professionals to integrate life insurance and long term care solutions customized to the specific needs of clients into the client’s overall financial plan. Matt comments “I am very excited to join a fast growing firm that is focused on working with financial advisors and delivering solutions that truly enhance the advisor’s relationship with the client.”
Tom Bellig, a Principal of Trumark and the head of Trumark’s Institutional Division, said, "Matt has a proven track record of success in partnering with financial advisors. Trumark is committed to adding only those point-of-sale experts that not only have the necessary product and planning knowledge but, more importantly, are focused on doing what is best for the client. We are very fortunate to have the highest quality of people in the Trumark family and strive to maintain an environment that gives them the freedom to succeed and the desire to never work anywhere else."
About Trumark Wholesale Insurance Services, Inc.
Trumark is an independent wholesale insurance brokerage firm focused on working with financial advisory firms to deliver the most ethical life insurance, long-term care, annuity and disability solutions to their clients. Whether it’s banks, wirehouses, RIAs or other independent advisors, Trumark has built a second-to-none team of professionals to provide a consistent presence and ensure that advisors have someone on their team who they can trust to help their clients manage risk. For more information about Trumark, please visit http://trumarkfinancial.com.