David Lilien

Background

About David Lilien

Annuity product manager and retirement income expert who creates practical annuity sales strategies by making complex technical concepts easy to understand- Enthusiastic promoter and ambassador for integrating fixed, variable and index annuities with mutual funds for higher returns with lower risk for asset accumulation and retirement income decumulation- Expert resource who briefs senior management, visits key accounts, travels with wholesalers, and trains the trainers on annuities- Compelling and persuasive public speaker able to connect one-to-one and with audiences of any size and sophistication for local, regional, and national meetings- Skilled closer who brings line expertise to critical sales meetings and presentations- Innovative thought leader with two U.S. patents for web-based annuity sales tools- Content producer including “Lifestyle Protection” white paper, “Income Theory and Practice” continuing education courses approved in every state, “Variable Annuity Academy” training for wholesalers, award-winning annuity website and sales material.