Benjamin Boerner

Background

About Benjamin Boerner

University of Iowa Tippie College of Business alumnus based in Charlotte, North Carolina, with a strong foundation in marketing analytics and a growing expertise in the insurance and retirement planning industry. I bring hands-on experience with tools such as Microsoft Excel, Power BI, and JMP to derive actionable insights and support strategic decision-making. My background includes a valuable internship at Sammons Financial Group and my current role at Financial Independence Group, one of the nation’s leading Independent Marketing Organizations (IMOs). These experiences have deepened my understanding of annuities, life insurance products, and retirement strategies, while also enhancing my ability to support advisors and clients in a dynamic, highly regulated environment. I’m passionate about combining data-driven solutions with financial services to help people achieve long-term financial security.