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Adam Stohlman FIC, LUTCF, AIC

Financial Associate
at AAA Michigan
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Profile Created:

November 2014

Gender:

Male

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AdamStohlman

Adam Stohlman FIC, LUTCF, AIC

Financial Associate
at AAA Michigan
0 Verified Reviews - 0 of 5.0
AdamStohlman

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Summary

With over twenty years' experience in the financial and insurance fields, I am well-versed in the three critical functions of insurance – underwriting, claims and sales – as well as with securities investments. I also have experience as a multi-line insurance agency manager, and as a risk and safety manager for a small manufacturer. I have written industry articles for my colleagues in the investment and insurance fields. At this point in my career, I would like a position in the risk management or compliance area, instruction and training, or in a consulting capacity to insurers or agencies that may need help in streamlining processes, creating a efficiencies, or perhaps potential policy or product development areas. My broad experience and knowledge inside companies and out in the field, together with the skills I have developed over my career would fit well in a small or developing company or organization in need of someone with my strong background. I am currently licensed in Michigan and other states Specialties: Life Insurance Disability Insurance Long-Term Care Insurance Medical Insurance Employee Benefits/Group Insurance Mutual Funds Compliance Risk Management Safety Management Policies and Procedures Training and Development Business Continuation Business Succession Annuities Variable Products Wealth Accumulation Wealth Management Retirement Savings Strategies Retirement Distribution Strategies Estate and Legacy Strategies Charitable Giving Strategies Working with volunteers and charities

Education

Northwestern College
Liberal Arts
California State University-Northridge
Jan 1983 - Jan 1988 (5 year(s))
Dean's List, Honor Roll
California State University, Northridge
Nov 1983 - Nov 1988 (5 year(s))
Bachelor’s Degree (Graduated)
Humanities (BA, Cum Laude)

Experience

The Auto Club Group
Oct 2014 - Present (11 year(s) 8 month(s))
Life and Annuity Specialist
As an Auto Club Group Life and Annuity Specialist, I help both members and non-members improve their financial and insurance positions with life insurance, disability insurance, long-term care insurance, short-term and major medical insurance, education funding, employee benefits and group insurance for businesses and associations, business continuation and succession strategies, annuities, wealth accumulation, wealth management, retirement savings strategies, retirement distribution strategies, estate and legacy strategies and charitable-giving strategies.
Thrivent Financial for Lutherans
Aug 2013 - Sep 2014 (1 year 1 month(s))
Financial Associate
Stohlman Financial
Jul 2009 - Oct 2013 (4 year(s) 3 month(s))
Founder, Principal
Financial services, investment and insurance plans, including fixed and indexed annuities, life, health, dental, vision, disability, medicare supplement, long-term care, IRA's, Roth IRA's, 401(k)'s, 403(b)'s, retirement, estate and business continuation and succession plans. Stohlman Financial Benefit Enrollment Solutions, providing electronic benefit enrollment for any employer or group, small to large. Expert Contributor and monthly columnist for ProducersWEB.com, the most popular website utilized by insurance and investment professionals.

Skills

Risk Management
Account Management
Sales
Underwriting
Marketing
Administration
Agency Management
Claims
Communication
Compliance
Confidentiality
Contracts
Coverage Analysis
Critical Thinking
Customer Relations
Decision Making
Documentation
Inductive Reasoning
Industry Knowledge
Instructing
Interpersonal Communication
Judgment
Leadership
Loss Prevention
Listening
Management
Methodical Problem Solving
Oral Communication
Oral Comprehension
Oral Expression
Policies
Policy Reviews
Presentation
Problem Solving
Quotes

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Financial Services