In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that can arise even when following the rules. Jeff also explains his role as a marketer for CSI Financial Group and his focus on creating a program to align agents with business owners seeking tax-free retirement options.
Jeff Kothe started his professional career in 1985. He is a graduate of the University of Illinois- Urbana/Champaign with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to business owners because he has seen success as a business owner and is able to pass that experience on to those he works with to help them grow their business and help more people.
Story Notes:
- Jeff's Journey in Financial Services and Marketing
- Transition to a New Role
- Creating a Program for Success
Learn more about Jeff Kothe here: https://kotheenterprises.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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